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November 02, 2023 at 10:26 AM
As part of the Luminaries Class of 2023, Jodi Perry, President of the Independent Contractors Division for Raymond James Financial Services, is being recognized in the category of Executive Leadership this year.
In her current role, Perry is one of the most senior women leaders at the firm, leading over 3,500 financial advisors. Her responsibilities include the management and business growth of the channel, recruitment of experienced advisors, risk management as well as the creation and implementation of strategic initiatives.
In this podcast, Perry discusses how the industry has changed over 30 years, including:
- How her role has changed over the years and how she became one of the first senior female managers at the firm.
- What Raymond James’ Corporate RIA channel initiative is and what it means for advisors.
- How financial advisors can learn from some of the best practices Perry has developed over the last 30 years.
To hear more of this conversation between Jodi Perry and moderator Roger Wohlner, press play.
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