Financial advisor Lisa Walsh interviews Bonnie Harper, VP of Private Wealth Consulting at Raymond James, on supporting clients through sudden inheritance and managing new financial responsibilities.
29 Jan 2026TRANSCRIPT
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23 Oct 2025TRANSCRIPT
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25 Sept 2025TRANSCRIPT
Niche down to help your business to stand out
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26 Jun 2025
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29 May 2025
Finding the right deal structure to transition your practice
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24 Apr 2025
The AI-empowered financial advisor
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27 Mar 2025
When is lending a smart strategy for wealthy clients?
Bill Geis of Raymond James Bank and financial advisor Bruce Cacho-Negrete discuss how lending strategically benefits wealthy clients and grows advisory practices in this interview.
13 Feb 2025
Grow with purpose to build a specialized, next-generation team
Matt Ransom, vice president of New Financial Development at Raymond James, and financial advisor Rachel Nohlgren discuss building a specialized, next-generation team with strategic purpose for business growth and succession.
9 Jan 2025
Aligning clients’ values with their financial plan
Samantha Trebesch and TJ King discuss aligning client values with financial plans, offering insights for advisors to craft personalized investment solutions.
12 Dec 2024
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Pat Daxon and Theresa Bursey interview Nate Harris on how advisors attract high-net-worth clients by defining their unique value and aligning client values with financial plans.
7 Nov 2024
Special Edition: An inside look at the national Summer Development Conference
Tash Elwyn, president of Raymond James' Private Client Group, interviews financial advisors Michelle Marquez, Maura Holowchak, Cameron Diehl, Kaon Nelson, and Margaret Starner about key themes from the national Summer Development Conference.
7 Nov 2024
Special Edition: An inside look at the Elevate national conference
Shannon Reid, president of the Independent Contractor Division, interviews financial advisors Ellenore Baker, Dan Carlile, Howard Kaplan, Greg Molfino, and Dieter Ramaekers about key themes from the Raymond James Elevate national conference.
29 Aug 2024
Does your digital footprint help turn prospects into clients?
Lisa Turley and Maggie Kokemuller interview Christopher and Emma Beavers about leveraging digital strategy to convert referrals into clients.
24 Jun 2024
Invest in your support team to empower growth and productivity
Your support staff has a significant influence on your practice, interfacing with clients, setting the tone for service and directly contributing to overall productivity. In this episode, Kristine Zambito, Director of Branch Admin Development at Raymond James, gives her advice for investing in your administrative team through education and development to empower a culture of growth. Financial advisor Gary Weiss and registered client service associate Sonja Ross share firsthand how a proactive approach continues to add value to their clients.
13 Mar 2024
Are your clients ready for the Great Wealth Transfer?
By some predictions, up to $84 trillion in assets will exchange hands over the next two decades in the Great Wealth Transfer. To ensure your clients’ wealth is passed on according to their wishes, Roger Fakes, senior vice president of Raymond James Trust, discusses the important role advisors can play in addressing top estate planning priorities. Private Wealth Advisor, Nancy Leizman, also shares her firsthand experience helping clients to start early when thinking about their legacy.
12 Mar 2024
To achieve retirement bliss, start with a thoughtful succession plan
As a financial advisor, you’re an expert at thoroughly preparing your clients for a happy retirement – but do you give yourself the same treatment? Rob Goff, vice president of Succession and Acquisition Planning at Raymond James, is here to make sure that you do. Rob shares the results of his proprietary survey of retired advisors and how carefully constructing a succession plan in advance of retirement can improve your retirement satisfaction. Also, financial advisor Ilona Box speaks to her personal experience as the successor in a retirement plan 26 years in the making.
11 Mar 2024
For next generation clients advanced mobile tech is a must
Personal relationships continue to be the strongest driver of advisor success, however as the average client trends younger and wealthier, technology is becoming more seamlessly woven into those relationships. Salit Nagy-Todd, senior vice president of Technology at Raymond James, discusses the latest in advisor tech and how advisors can use mobile in particular to better serve next-gen clients. Financial advisor and member of the Technology Advisory Council at Raymond James, Kevin Fusco, gives his personal account of how mobile has impacted his business.
Inside a recent episode
Supporting clients through a sudden inheritance
Published 26 Feb 2026 · Transcript excerpt
[…] So we've seen kind of those three scenarios and then I've also seen situations where the matriarch or patriarch is rather removed from the estate planning process and the sentiment is really nonchalant and I won't be here so why do I care what happens. And so we spend a lot of time educating our advisors working with their clients on why planning in advance can be helpful and why it should why you should want to do it right so helping advisors to educate clients on those points. To the second part of your question what to keep in mind for those that just inherited assets. The big thing that comes to mind for me is those people are grieving right no amount of money that they could inherit replaces that person that they lost in their life so leading with compassion and being there to support the advice excuse me support the client goes a long way. […]
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