Description
This session covers a comprehensive product overview of the cash solution offered at Raymond James. Advisors should come away from this session with a clear understanding of the cash solutions offered at Raymond James, and how those compare to the industry. They will learn how to identify opportunities and understand how to best incorporate cash solutions into their practice.
Learning Objectives
a. Establish a framework for evaluating and utilizing the cash solutions and tools available to you as a Raymond James advisor.
b. Evaluate client fit for certain solutions, depending on clients’ needs, tendencies and use case.
c. Discuss how to navigate client conversations, including the challenging ones.
d. Understand how to identify opportunities to enrich your client offering by incorporating cash solutions that are the right client fit.