Description
Buckle up for a can’t-miss interactive workshop on integrating Raymond James Investment Banking into your practice.
This interactive 90-minute tune-up will give you a glimpse into the IBex program’s learning elements and best practices to add maximum value to Business Owners!
Learning Objectives
Raymond James Investment Banking will showcase proven practice modifications designed to supercharge new HNW client acquisition, integrate your practice with the investment bank, and deliver maximum business owner value. Our investment banking mechanics will discuss a multitude of strategies to accelerate your ability to have meaningful HNW business owner conversations, and allow you to take the checkered flag and win more clients! Join us at the starting line.