Key Chapters 0:00 –From concept to execution of Raymond James’ advisor-banker model 3:45 – The IBex program: turning education into action 8:20 – The Masterclass series and year-long learning model 13:00 – Building confidence and credibility with business owners 18:40 – How advisors are rebranding and hosting Business Owner Summits 24:10 – Case study: transforming revenue through investment banking partnerships 29:30 – Why every advisor should rethink their approach to business-owner clients 35:40 – Final takeaways: growth, fulfillment, and opportunity for advisors Resources: Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com Connect with Ken Grider:
[email protected] Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/ Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners
