The Client Engagement Workstation

The Client Engagement Workstation is a completely re-imagined “intelligent” advisor workstation that enables advisors to provide holistic, personalized service and advice to their clients as efficiently as possible—empowering them to better engage with clients.

Commonwealth Connect

The Connect digital platform is a tool designed to strengthen connections among advisors, and allows them to share their business model, job responsibilities, and personal interests—then search for others through a robust search engine with 12+ categories.

Firm Sleeve

Firm Sleeve is a new way of doing advisory business—one that’s scalable, digital, and flexible, giving firms and institutions the opportunity to create and share centralized investment models with all of their advisors.

The Four Pillars of the New Retirement Thought Leadership Study

Executive Leadership Program

This unique program acquaints participants with best practices in leadership, challenges them to reflect upon their own leadership competency, and examine ways of achieving both personal and professional growth—with customized coaching to support development at all levels.

Making Virtual Valuable

Raymond James is leading change in the new normal with ‘Making Virtual Valuable’ designed to ensure that all programs, conferences, events, and services are made available to advisory teams—and making processes more efficient clients, and prospects.

Continuity Coverage and Acquisitions Program

This special program provides competitively priced loans to advisors from Advisor Group’s own balance sheet to facilitate practice acquisitions, offering younger advisors a streamlined path to growth while helping veteran advisors realize their succession planning goals.

New Account Opening

The New Account Opening process within Unio, the Atria Wealth Solutions proprietary, fully-integrated technology platform for subsidiaries financial professionals, improves efficiency and allows each financial professional to transition and open business faster.

Business Consulting Services

This curated service supporting incoming wirehouse advisors on their path to independence features a suite of offerings that eases the transition into business ownership and independence for newly affiliated wirehouse advisors.

Jamie Price

Jamie continued to push Advisor Group to new heights in his role as a transformational CEO in 2020, achieving these results while simultaneously managing the integration of the former Ladenburg firms – and far surpassing retention targets in the process.

Adam Anoniades

CEO since December 2019, Adam successfully led Cetera through a challenging 2020 for the industry, introducing a comprehensive “Resiliency Pack” to empower financial professionals to navigate the impact of the pandemic on their business.

Dan Arnold

As CEO and President of LPL, Dan’s vision and leadership enable value creation across stakeholders -- inspiring employees, enabling advisors to be great, supporting the firm’s growth, creating resiliency through disruption, and providing greater access to objective advice from an advisor.

Live Your Life Digital Marketing Campaign

The Live Your Life digital marketing campaign highlights individuals and the specific ways they are living out their unique lives by celebrating a spirit of independence — a spirit Raymond James shares with advisors and their clients who partner with them.

Advisor Resiliency and Growth

A leader in the broker-dealer landscape, The Resiliency Pack was a first in market with a comprehensive bank of resources, navigating the current pandemic and positioning advisor’s business for success ahead.

Business Consulting Services

This curated service supports incoming wirehouse advisors on their path to independence by featuring a suite of offerings that eases the transition into business ownership and independence for newly affiliated wirehouse advisors.

My Mentor Connect

The My Mentor Connect website is designed to help advisors seeking a mentor – and advisors looking to give back through mentorship – a way to connect and build a relationship by enabling filtering based on the type of mentorship relationship desired.

Comprehensive Onboarding

On the road to branch success, branch associates have a huge part to play. Through this innovative, six-month program, associates “gas up” by leveraging a new centralized onboarding solution to position them and their teams for growth.

Digital Service Experience

LPL’s journey to create an industry-leading experience — a customer care model that is modernized, simplified and personalized — resulted in marked improvements to advisor satisfaction by leveraging advanced technologies and next-generation methods to power the model at scale.