Raymond James hosts hybrid Fall Development Conference for financial advisors
Advisors joined both virtually and in-person to Gather + Reconnect
ST. PETERSBURG, Fla. – Raymond James & Associates (RJA) – the firm’s employee advisor channel – recently hosted its Fall Development Conference (FDC) with both virtual and in-person attendance in Orlando, Florida. The conference was centered around the theme Gather + Reconnect, as it marked the firm’s first major event with an in-person option since the COVID-19 pandemic began.
“During this pandemic, we have had to overcome many trials and tribulations in our own personal lives while also helping to navigate these challenges for our clients. Our advisors rose to the occasion providing the same level of client-first service excellence that we’ve always championed,” said RJA President and CEO Tash Elwyn. “If the last twenty months have taught us anything, it’s that we are resilient. Now we’re looking toward the future to carry that strength and momentum forward.”
The conference took place from November 7-10 and was attended by top-performing RJA advisors based throughout the country. In addition to participating in formal sessions, attendees were encouraged to connect with support staff and partner firms, meet new advisors and network with colleagues.
Dozens of sessions held over the three-day conference included both executive leadership and partner sessions. Raymond James Chairman and CEO Paul Reilly provided a firm update and interactive town hall. Additionally, Chief Investment Officer, Larry Adam, shared his economic and market outlook and Elwyn delivered a presentation on the power of connections through these ever-evolving times.
Other speakers and panels covered best practices to streamline advisor efficiency by maximizing available tools, research and technology. Trending topics such as politics impacting the market, pandemic-era fraud, cryptocurrency, year-end charitable giving and ESG investing were also discussed.
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 58 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,500 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion. Additional information is available at www.raymondjames.com.