What You Have to Know
- Raymond James’ annual Enterprise of Delight Symposium was held June 28-30.
- The agency says that the occasion supplies the chance for attendees to study matters essential to the LGBT+ group.
- Raymond James provides advisors numerous freedom to model themselves, the co-chair of the Delight Community says.
The Raymond James Pride Financial Advisors Network has continued to develop because it was created in June 2020, in response to Robbie Moseley, vice chairman of AdvisorChoice Consulting and nationwide co-chair of the Delight Inclusion Community.
Attendance at PFAN’s annual Business of Pride Symposium has additionally grown over the previous three years, he stated, noting the third occasion was held June 28-30, at Raymond James headquarters and The Karol Lodge in St. Petersburg, Florida.
“We had over 200 advisors and allies be part of us and about 80 people from the house workplace” this time, he instructed ThinkAdvisor in a web based interview. “We’ve seen that quantity develop from 40 to about 65 to 80 [advisors] which can be registered and participate within the Symposium.”
Subsequently, “we’re simply actually excited that it continues to develop as a company,” he stated. “We have now two pleasure organizations: One is our Delight Monetary Advisor Community, and one is our Delight Inclusion Community, which [includes] residence workplace and repair associates.”
The Enterprise of Delight Symposium supplies the chance for attendees to study matters that resonate with the LGBT+ community, in response to Raymond James.
The most important change to the occasion this yr was an try to, “with its title being Enterprise of Delight,” assist advisors develop their enterprise and their model and make an impression locally they want to serve, in response to Moseley.
What makes Raymond James distinctive is that “independence actually goes past any particular affiliation and so, no matter affiliation at Raymond James … we give our advisors freedom to model themselves in a very completely different means,” he stated. “So when you have a look at the best way that we’re branding, even employee-side advisors, it permits them to essentially construct this model inside the LGBT group.”
