Creative freedom. A full-service advertising agency. Social media support. At Raymond James, you have more than the control to market your business how you see fit, you have 150-plus professionals to help bring your vision to life.
“Developing a successful practice of the right clients, the ones we want to spend our day with – the ones that Luke is always happy to see – has taken years of diligence and hard work. Branding and marketing has made us solidify who we are, what we do and who we do it for. The process refined where we spend our time and boosted both client satisfaction and our production.”
Brian Torgerson, CFP®
Brian Torgerson of Raymond James
Seattle, Washington
Affiliation: Raymond James Financial Services (RJFS, independent channel)
Pictured left to right: Joan Roddy, Gregory Lednicky holding Luke, and Brian
“It’s completely acceptable to be different and stand out. I was able to tell the marketing team who I am – a mother, an entrepreneur, a mentor – and what speaks to me, and then see that come to life. The result means potential clients can get a flavor of who we are as a team before they call or set an appointment, which saves us both time.”
Michelle Marquez
Managing Director
Marquez Private Wealth Management of Raymond James
Pasadena, California
Affiliation: Raymond James & Associates (RJA, employee channel)
“In early 2019, I took the big leap of changing my practice’s name and working with the marketing team to create a website that speaks directly to my core clientele: business owners. At the time I was worried some of my clients would think, ‘Man, Derrick doesn’t focus on us anymore.’ But ultimately, I knew it was the right thing to get comfortable being uncomfortable. And Raymond James was there to take the leap with me.”
Derrick Lewis, AIF®, WMS
Managing Director and Senior Vice President of Investments
Capitas Advisory Group of Raymond James
Griffin, Georgia
Affiliation: Raymond James & Associates (RJA, employee channel)
Pictured left to right: Derrick, with his team, Amy Russell-Howland, Tyler Thompson and Rhonda Edwards
“Raymond James has allowed me to build my business into what it is today. All I have had to do is ask for help. I’ve had access to branding experts who helped me succinctly define and curate my firm’s message and brand and have been introduced to other advisors who are passionate about branding and communicating the value they bring to the table as financial experts.”
Fraley Turnipseed, MBA, AIF®
President
Pentas Wealth Management
Moultrie, Georgia
Affiliation: Financial Institutions Division (FID, bank & credit union advisors)
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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