Bill Willis, Founder and President of Willis Consulting, Inc, presents an insider’s look at the “home office visit” requirement for new financial advisors joining Raymond James.
Making the tour himself at the headquarters in St Petersburg FL, Bill learned the firm offers five different business models with varying degrees of independence, giving advisors a great deal of flexibility.
The “home office visit” also allows financial advisors to meet the firm’s decision makers and often the executive chairman, Tom James.
For an in depth look at what makes Raymond James different, see Bill’s bi-monthly “Corporate Culture” column for OnWallStreet.com’s April edition.