In Part 2 of this Advisor Talk conversation, Frank LaRosa and Ken Grider dive deeper into the IBex education program and the Masterclass initiative that help Raymond James advisors learn to speak the language of business owners.
Frank and Ken also share real-world success stories, revealing how advisors who embraced this model saw major increases in revenue and client satisfaction. Whether you’re a seasoned independent or an advisor exploring new ways to grow, this episode shows how to integrate investment banking insight into your client strategy.
Key Chapters
0:00 –From concept to execution of Raymond James’ advisor-banker model
3:45 – The IBex program: turning education into action
8:20 – The Masterclass series and year-long learning model
13:00 – Building confidence and credibility with business owners
18:40 – How advisors are rebranding and hosting Business Owner Summits
24:10 – Case study: transforming revenue through investment banking partnerships
29:30 – Why every advisor should rethink their approach to business-owner clients
35:40 – Final takeaways: growth, fulfillment, and opportunity for 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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