June 24 2025 Firm Office Visit TBD – Calling All Firm Owners
June 24 @ 2:00 pm - 3:00 pm
$10.00Calling all firm owners!
If you would like to share your experiences and your story, please volunteer to host an office tour! We are looking for experienced advisors who feel they have something to share with the next generation of advisors (and career changers too). You don’t have to have a physical office to participate- we are also open to hosting a Zoom meeting for virtual offices.
Some questions we hope you can share your story about are below:
- Have you ever wondered if there was another way to run your financial planning practice?
- What are the various roles available within an RIA?
- Do you need to have a broker dealer affiliation?
- What are some of the challenges of joining an ensemble firm versus starting your own?
- What are the various roles available within a broker/dealer? What is it like working in a branch?
Attendance will be limited to 6-10 FPA members so that these visits are more conversational, and there will also be the potential for follow up later on. If you’re not sure, please reach out to Kate Davalos (kate.davalos@raymondjames.com), who will be coordinating these events, and you can discuss specifics, as well as which timeslot you’d be most available for.
=====================================================================
Enjoy an opportunity to get an inside look into a successful local firm! You will have an hour with a firm owner to pick their brain and learn more about building a career in financial services. You will also learn more about the various business and compensation models practiced by firms of different types and sizes. Some of the questions we will address are: What are the various roles available within an RIA or B/D? Do you need to have a broker dealer affiliation? What are some of the challenges of joining an ensemble firm versus starting your own? What are the various roles available within a broker/dealer? What is it like working in a branch or as a solo advisor?
All are welcome to register! If you feel new to the industry (ex: fresh out of school or as a career changer), this is a great opportunity to meet folks with similar experience, and learn more about financial services. Please come with questions for the firm owners, and you are encouraged to follow up with the firm host if you would like more information.
Click the events page [website] link to register