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BROKER-DEALERS: 1,000 Advisors or More Practice Management
RAYMOND JAMES
Highly-engaging and role-specific, The Supporting Teams with Excellence, Education & Resources (STEER) Program offers a direct path for branch associates to increase the value they provide to their advisor’s practice. STEER is a comprehensive ongoing development program, offering participants the opportunity to specialize on a track that suits their roles & goals. Going beyond education, participants are equipped to take action, and inspired to connect and share ideas with other branch associates The Supporting Teams with Excellence, Education & Resources (STEER) Program
across the nation. From trying new tools and applications, to establishing and enhancing processes, participants are sure to expand and enhance their contributions to advisor and branch productivity.
Raymond James is a leading diversified financial services company providing private client groups, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The firm, together with its subsidiaries, is engaged in various financial services activities, including providing investment management services to retail and institutional clients, merger & acquisition and advisory services, the underwriting, distribution, trading and brokerage of equity and debt securities, and the sale of mutual funds and other investment products. The firm also provides corporate and retail banking services, and trust services.
www.raymondjames.com
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WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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