Advisor Journeys Podcast

The Advisor Journeys podcast series delivers firsthand insights into the unique experiences of advisors who have recently made the transition to Raymond James as well as leaders from across the firm regarding the resources and support that guided each advisor’s journey.

Each episode takes a deep dive into the benefits and challenges of transitioning to a new firm so that you know what to expect and how to prepare for the most seamless transition possible.

Get the latest episode of the Advisor Journeys podcast below.

A front row view of the evolving RIA landscape

In this episode of the Advisor Journeys podcast, we sit down with Greg Bruce, President of the RIA & Custody Services Division. Drawing on deep experience in the RIA and custody space, Greg shares insights on navigating industry change, scaling effectively, and meeting the evolving needs of today’s advisors.

More Episodes

A career of firsts come full circle
In this episode of the Advisor Journeys podcast, we talk to industry trailblazer and National Head of Advisor Recruiting for Raymond James, Jodi Perry. The firm’s first woman recruiter and first woman to lead an advisor division, Jodi shares insights learned over her decades-long career at Raymond James, what brought her back to recruiting and what makes the firm uniquely appealing to advisors at every stage of their journey.
From challenges to triumph: a financial advisor’s transition story
In this episode of the Advisor Journeys podcast, Nathan Bennett, an advisor based in San Ramon, California shares the professional journey that led him to Raymond James. Nathan shares his personal story, the importance of teamwork in wealth management, and valuable lessons learned along the way, offering insights for advisors considering a similar path.
Empowerment, empathy and the freedom of choice
In this episode of the Advisor Journeys podcast, we’re joined by Chief Operating Officer for Raymond James & Associates (RJA), Patrick O’Connor and Chicagoland RJA Complex Manager, Chris Fils as they encourage advisors to embrace their entrepreneurial spirit with an array of affiliation options, sophisticated resources and leaders who serve not just as advocates, but as career fiduciaries.

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