Transition support that stays with you.

With insight and onsite expertise from one of the largest and most experienced transition teams in the field, you’ll be supported at every stage as you prepare your practice, set up your office and complete your clients’ move to Raymond James.

home office visit

Let us show you Raymond James up close

We invite you to experience our advisor-focused culture with a tour designed singularly for you and your practice. In this behind-the-scenes look, you’ll be able to explore Raymond James and its platform, meet with firm leaders, and have your questions answered directly by relevant business unit professionals.

Explore the power of Raymond James

When you partner with Raymond James, you gain access to a wide range of departments, services and product offerings. Plus, you have the ability to leverage our strategic partnerships and vendor relationships. You can align your clients’ services with their needs, taking advantage of our diversified offerings. Discover a few of our wide range of offerings:

For your business

  • Banking and lending
  • Investment banking
  • Insurance and annuities
  • Trust and estate planning
  • Practice management
  • Coaching and business consulting
  • Investment solutions
  • Retirement planning resources

for your clients

  • Banking and lending
  • Investment banking
  • Insurance and annuities
  • Trust and estate planning
  • Practice management
  • Coaching and business consulting
  • Investment solutions
  • Retirement planning resources

Preparation

We have a plan for every step

Once you’ve made your decision, we’ll get right to work. Our transition teams have the planning and experience to create a smooth transition – and the authority and resources to untangle any snags along the way.

Welcome to your new partnership with Raymond James

Congratulations on making a bold decision for your clients, your practice and you. These first moments are a good time to take a quick breather and think about all you’ve achieved so far. The next part comes fast, but trust the plan – we’ve got this.

Implementation

Let’s welcome your clients

Your dedicated support combined with the vast resources available on call work with you to bring your clients over quickly with as little friction as possible and address any challenges that arise.

We’re with you the entire way

With your clients on board, the liveliest part of your transition is over, but we’re still with you to make sure you are equipped to harness the power of the Raymond James platform and the support of our home office team.