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Want to Know Your Clients Better? Ask Them These 10 Questions
Published on October 29, 2026
Blueprints for turning routine meetings into genuine discoveries.
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Your Ideal Client Profile Describes the Wrong Day
October 29, 2026
Your best clients already told you who your ideal client is on the day they first called.
Raymond James Recruiting Across Affiliation Models
October 29, 2026
Raymond James posted record quarterly client assets and strong recruiting gains across its advisor channels, with CEO Paul Shoukry crediting flexibility in affiliation options for the growth.