In this episode of Advisor Talk, Frank LaRosa, CEO of Elite Consulting Partners, sits down with Ken Grider, Senior Managing Director, Investment Banking at Raymond James, to explore how financial advisors can bridge the gap between wealth management and investment banking.
From cultural insights within Raymond James to the evolution of their advisor-banker collaboration model, this conversation is a roadmap for advisors looking to scale their practices and serve business-owner clients more effectively.
Key Chapters
0:00 – Introduction
2:15 – Why financial advisors should focus on business-owner clients
5:10 – The challenges of illiquid wealth and how advisors can solve them
9:00 – How Raymond James connects wealth management and investment banking
12:40 – Building deeper COI relationships with attorneys and accountants
17:25 – Why understanding business valuation matters for every advisor
22:40 – Raymond James’ unique culture and the “village” behind the success
28:10 – How collaboration with investment bankers expands advisor opportunity
33:30 – Why this approach is the future of growth for independent advisors
Resources:
Elite Consulting Partners | Financial Advisor Transitions: https://
Elite Marketing Concepts | Marketing Services for Financial Advisors: https://
Elite Advisor Successions | Advisor Mergers and Acquisitions: https://
JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.
Connect with Ken Grider: Ke********@**********es.com
Listen to more Advisor Talk episodes: https://
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