Raymond James Financial is hosting its annual women’s symposium next Wednesday through Friday in St. Petersburg, Fla. Nicole Spinelli, director of the network for women advisors, says that 105 Raymond James advisors — most with Raymond James & Associates, the broker-dealer’s employee-advisor channel — plan to attend. Overall, the firm has about 5,300 advisors and, as of August 30, $237 billion in assets under administration.
In addition to the educational sessions that will focus on asset management, practice intelligence, insurance and annuities, and information technology, other sessions include top advisor presentations, performance coaching and networking.
Speakers include Dr. Pamela Smith of Nataxis Global Associates, Susan Story of Gulf Power (and a Raymond James board member), executive speech coach Deb Sofield and Kathryn Capage of Invesco, who will speak on the upcoming elections.
In addition, the 100-plus female advisors will have time to hear from and ask questions of the firm’s top executives, including Chairman Tom James, CEO Paul Reilly, COO Chet Helck, Chief Administrative Officer Angela Biever, Raymond James & Associates President Dennis Zank and Raymond James Financial Services Chairman and CEO Dick Averitt.
“This is really good for the advisors, and they enjoy it,” said Spinellli in a phone interview. “They really get to mingle a lot with the executives, since it’s a small conference.”
The event will also include a special awards dinner, with awards going to top-producing advisors – both veterans and newer advisors – and to the five advisors who have exhibited exceptional community service in their respective regions.
“They deserve the recognition, as they give above and beyond – and make it look so easy,” said Spinelli. “The nominations were amazing, and we are very excited about this.”
One of the conference’s themes is innovation. And with the recent market and economic turmoil, the advisors have gotten very creative in how they service clients, Spinelli says.
During a top-advisor session, for instance, one advisor who recently joined the firm will describe what it was like to make a broker-dealer transition in such tumultuous times. Another advisor speaking at the forum decided to change the format of a team that had been in place for more than a decade.
Other speakers will focus on horizontal vs. vertical teams, and some advisors will address how they learn to pull from other resources as solo practitioners.