Storytelling Is The Key to Client Conversion

Published on July 24, 2025

The prospect conversion game is less about who has the most financial knowledge and more about emotionally connecting with the potential client.

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Raymond James Sees Strongest Advisor Pipeline in Decades; Ameriprise Inches Up Recruitment Packages

July 24, 2025
During respective earnings calls, Raymond James CEO Paul Shoukry cited “disruptive,” but potentially slowing competition from private equity roll-ups in the race for advisor talent, while Ameriprise CEO Jim Cracchiolo noted some “irrational” buyers in the market.

Initial Unemployment Claims Down for Fifth Straight Week

July 24, 2025
In the week ending July 19th, initial jobless claims were at a seasonally adjusted level of 217,000, the lowest level in over three months. This represents a decrease of 4,000 from the previous week's figure and marks the fifth straight weekly decline. The latest reading was lower than the 227,000 forecast.