Advertise on podcast: Advisor Essentials

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★★★★★

4.9

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A podcast for advisors that explores insights from leading industry professionals. Advisor Essentials is a podcast by Raymond James that shares timely and insightful discussions from advisors, professionals and thought leaders across the financial advisory industry. Each episode takes a deep dive into a various topics and long-term perspectives related to financial planning, wealth management, client-first service and other relevant insights. Raymond James | 880 Carillon Parkway, St. Petersburg, FL 33716 | 727.567.1000 | © 2025 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC © 2025 Raymond James Financial Services, Inc., member FINRA/ SIPC. Important Disclosure Information: http://raymondjames.com/smrja.htm. The rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management. This podcast is intended for informational purposes only. For Financial Professional Use Only

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Check latest episodes from Advisor Essentials podcast

Building charitable giving into clients’ business strategy

2026/10/29

Charitable giving can be a meaningful way for business owners to support the causes they care about while playing a broader role in how they approach their finances, plan for the future of the business, engage employees and consider their legacy. Nicole Hisler, chief sales and marketing officer of Raymond James Trust and president of Raymond James Charitable, shares how advisors can help clients find the right approach for them. Financial advisor Cory Kleinman discusses his experience guiding clients through giving.

Marketing that scales without losing what makes you different

2026/09/24

The most effective marketing combines the credibility, scale and expertise of a national brand with the authenticity and personalization that only an individual advisor can provide. Erica Sackett, senior vice president of Marketing Strategy at Raymond James, shares practical insights on building a strong marketing foundation and leveraging firm resources while staying true to your own voice. Financial advisor Laura Gonzales also discusses her marketing approach to connect with clients and grow her practice.

Making business transitions part of the wealth conversation

2026/08/27

Business owners face complex decisions when planning for the future, whether they're preparing to step away, raise capital or transition ownership, the impact can have lasting effects on their wealth plan. Ken Grider, managing director and head of Investment Banking Business Development at Raymond James, shares how advisors can help navigate business owner transitions, while financial advisor Nikki McIlwaine discusses how she incorporates business planning conversations into her clients’ broader financial strategies.

Moving from AI experimentation to practical adoption

2026/07/30

As AI continues to evolve, the advisors seeing the greatest value are those using it with intention. That starts with identifying friction in the day-to-day and adopting solutions that meaningfully improve how teams work. Salit Nagy-Todd, senior vice president of Technology at Raymond James, shares insight into successful change management strategies when adopting new technology. Roger Shawn, financial advisor at Grove Wealth Partners of Raymond James, joins the conversation to discuss how his team is streamlining their work with AI tools.

Helping athletes build, protect and sustain wealth

2026/06/25

Between uneven income, public visibility, family and community expectations and the need to make today’s success last well beyond their playing years, athletes face a distinct set of financial planning needs. Director of Private Wealth Premier Solutions Lauren Ahern helps unpack those challenges and opportunities. Financial Advisor Cameron Ahari also shares his experience serving athlete clients at his practice.

Building a multigenerational family practice

2026/05/28

For many advisors, bringing family members into the business can be a powerful way to preserve the culture, values and client relationships they’ve built over years or even decades. It also comes with unique dynamics and considerations when mixing family and business. Matt Ransom, Vice President of New Financial Advisor Development at Raymond James, explores practical solutions to set a family team up for success. Financial advisor Betsy Gibson shares her experience of succeeding her father at their practice.

Leveraging capital to power growth and protect your legacy

2026/04/30

When structured thoughtfully, practice capital is a powerful tool to support sustainable growth, empower the next generation of advisors and secure a long-lasting legacy. Emma Boston, senior vice president of Succession and Capital at Raymond James, shares how advisors can achieve their unique business goals through equity financing. Financial advisors Stan Ingram and Warren Whatley discuss developing a succession plan that ensures future generations of advisors are well-positioned to continue the business.

Technology to fuel more proactive client relationships

2026/03/26

Financial advisors today are called to serve more clients, deliver deeper planning and provide more personalized experience than ever before. At the same time, the technology landscape is evolving quickly, with AI at its center. But rather than disrupting relationships, thoughtful use of technology can actually strengthen them. Raymond James’ Kimberly Tays, senior vice president of Technology, and David Lillis, vice president of User and Learner Experience, share what’s available today and what’s coming to help fuel those relationships. Financial advisor Chris Doughty also breaks down how his practice is putting the latest technology to work for them.

Supporting clients through a sudden inheritance

2026/02/26

Financial advisors hope to be the bridge connecting both ends of a significant wealth transfer. But there may be times when a client is already on the receiving side of a sudden inheritance, likely coping with a wide range of emotions and new financial responsibilities. Bonnie Harper, vice president of Private Wealth Consulting at Raymond James, discusses how to help support clients experiencing sudden wealth, while financial advisor Lisa Walsh speaks to the advance planning required to smooth the transition.

Wealth management outlook with Tash Elwyn

2026/01/29

Each year sets a distinct backdrop that informs the financial discussions being had around client dinner tables and across the table from their financial advisors. In this episode, Private Client Group President Tash Elwyn provides his unique vantage point to help look ahead at industry trends and outside influences to prepare for those timely shifts in focus.

Meeting the moment for business owner clients

2025/12/18

Business owners are uniquely situated. Unlike the average investor, they are directly responsible for the success of their single biggest investment and bear the weight of converting its value into realized personal wealth. Chip Bauder, senior vice president of Private Wealth Consulting at Raymond James, shares his perspective on the decisions owners are faced with in today’s environment. Financial advisor Cody Hilbun also discusses how his practice specializes in business owner transitions.

Private foundation vs. donor advised fund, evaluating the best fit

2025/10/23

For charitably inclined clients, these two popular giving vehicles each present unique financial and lifestyle implications that should be considered as part of their long-term plan. To help weigh the options, Nicole Hisler, chief sales and marketing officer, Raymond James Trust and president, Raymond James Charitable shares her expert insight while financial advisor Chad Andrews discusses his approach to giving strategies with his clients. Donors are urged to consult their attorneys, accountants or tax advisors with respect to questions relating to the deductibility of various types of contributions to a donor advised fund for federal and state tax purposes. To learn more about the potential risks and benefits of donor advised funds, please contact us.

Niche down to help your business to stand out

2025/09/25

Catering to a niche client base is an effective strategy for financial advisors to differentiate, deepen their specialization and grow their business through target marketing and referrals. It can also look very different from one practice to the next and still be successful. Maggie Kokemuller, senior vice president, Marketing Services and Matt Ransom, vice president, New Financial Advisor Development at Raymond James join to discuss their distinct perspectives on niching down. Financial advisor Thomas Seiler also shares how his practice evolved to focus on athletes and entrepreneurs.

Clients’ increasing interest in private markets and what it means for advisors

2025/06/26

Interest in private market investment opportunities continues to rise for investors and financial advisors alike as more mid-sized to large companies choose to stay private longer and represent an increasingly significant portion of the investible market. To help provide clarity on this evolving landscape, Ken Novak, senior vice president, head of Private Markets Strategy and co-head of Alternatives at Raymond James, shares his expertise. Financial advisors Yaakov Ringler and Yoni Marom also discuss how they are differentiating their practice by offering alternative investments to clients.

Finding the right deal structure to transition your practice

2025/05/29

When planning for succession, whether advisors decide to sell or merge with another practice, or pass the reins to an in-house successor, how the deal is structured will have long-term implications for both the buyer and seller. Rob Goff, vice president of Succession and Acquisition Planning at Raymond James offers his insight on how to weigh those options. Also, financial advisors Terry Wiles and Trey Stilley share how they successfully transitioned ownership of their practice.