Virtual Advisor Inclusion Network Symposiums

Seeking to reimagine networking in a virtual world, the Raymond James Women’s Symposium and Black Financial Advisors Network Symposium (BFAN) each united advisors for three-day experiences designed to appeal to financial professionals at all stages of their careers.

Advisor Inclusion Network Coaching Programs

What’s being done to support and develop financial professionals beyond hiring? Adding to Raymond James’ robust practice management platform, the Advisor Inclusion Networks created programs wherein professional development resources are as diverse as the advisors they serve.

Integrated Transition Intelligence

Hamburger Law has re-engineered its Advisor Transition Intelligence™ program to support the unique needs of wealth management firm looking to lure advisors that either take an unnecessarily conservative tact or assume unknown risks in their recruiting programs.

Pandemic Remote Branch Reviews

EE deployed its national branch examiner network to alleviate the burden of overwhelmed broker-dealer compliance staffs — by working with its clients to implement a FINRA-compliant, cloud-based document storage system for reps to upload their documents for examination.

COVID-19 Response Campaign

When the world went into lockdown and major initiative deadlines loomed large, MarketCounsel Consulting launched an aggressive telephone campaign to contact every client and ensure they were able to meet each deadline — and maintained dialogue with federal and state regulators.

Driving Growth Through Multigenerational Relationships

This new Pershing whitepaper and advisor program combines experience-driven webcasts, action planning tools, and best practice insights to help advisors transform their businesses into destinations for families — and attract a new generation of investors.

Apex Extend

This turnkey brokerage solution provides a commission-free investing experience with minimal resources and cost for firms of all shapes and sizes – such as fintech, retail, ecommerce, startup or well established firms—and is seamlessly integrated with Apex’s digital custody and clearing.

Advice Path

AdvicePath helps navigate the road ahead by using sophisticated modelling and forecasting techniques to evaluate wealth sustainability, offers valuable insights to engage and inform prospects — and is leveraged throughout existing client relationships as goals and objectives change.

Managed Account Xchange

This comprehensive wealth management platform helps advisors seize opportunities in the managed accounts space, offering one platform where advisors can develop a financial plan, create a proposal, generate reports, access investment solutions, research, and consulting.

The RIA Deal Room

The RIA Deal Room report, sponsored by BlackRock, includes data-driven analysis on trends in valuations and deal structure, buyer and seller perspectives on entering the market, and future implications of the shifts in RIA M&A, including the pressures of scale and succession.

Accelerator Program

The DeVoe Optimizing Your Firm’s Value Accelerator, which has been referred to as a study group on steroids, is a six-month program for RIA leaders seeking to run a better business and enhance their company’s valuation and overall performance.

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