You’ve built a business on trust, independence, and putting clients first. Now, you deserve a partner who can help you take it further.
Independence. Support. Growth.
With more than 8,700 advisors across North America and over $1.5 trillion in client assets, Raymond James combines the scale of a leading financial services firm with the flexibility and support independent advisors value most. With us, your business stays yours—only stronger.
Empowering Advisors
From industry-leading technology and robust research to dedicated transition teams and practice management experts, our resources are built around your needs. You’ll also benefit from flexible practice models, straightforward compensation structures, and access to best-in-class digital solutions.
Take your business to new heights - and bring your clients with you
A smooth and successful transition
begins with a strong plan and trusted
support.
Our Client Retention Best Practices guide
is here to help advisors take control of
their next chapter with clarity and
confidence. Inside, you’ll find practical
guidance on:
- How to reduce uncertainty and build client trust
- Strategies to keep clients informed and engaged
- Tips to stay organized, focused, and ready for what’s next
No matter where you are in your planning journey, this guide gives you the tools to move forward with confidence and on your own terms.
Why choose Raymond James Ltd.
We’re invested in building a stronger future for you and your clients.
You know your clients best, we’re here to back your vision with the support to run your business on your terms.
Christine Laliberte
Senior Investment Advisor
Insightful Wealth Group of Raymond
James Ltd.
"Thanks to the support from Raymond James, client retention was never a worry. We had a clear, step-by-step plan that made the transition seamless for both my clients and my team. Their guidance brought clarity and reassurance every step of the way."
Insights & Best Practices
Take charge of your future.
Whether you’re developing a succession plan, exploring your business model options, considering switching firms, or concerned about client retention during a transition, we are here to share advisor insights and best practices.
Client Retention Best Practices Guide
Will your clients follow when you transition to a new firm? Learn how to prepare your clients for your move.
How to Transition Successfully Guide
You deserve to be at a firm that will give you the support and independence you need to flourish.
Opportunities for Women Advisors Guide
How can you thrive as a woman in wealth management? Get tips and insights from women advisors across Canada.
Succession Planning Essentials Guide
Your clients, your team, your business, and your legacy – done right, succession planning benefits all of these.
Business Model Guide
To find the right business model for your clients, your business, and your career, you need to determine where you can truly thrive.
Going Independent
Learn about the opportunities for going independent, and how to do it successfully.
Start a Confidential Conversation.
Interested in discussing your future at Raymond James? One of our team members will email or text you for a private discussion.