EPISODE · Feb 18, 2021 · 39 MIN
Maxwell Wolk with Raymond James and Nancy Herrington & Sarah Senior with Insperity
from Gwinnett Business Radio · host Stone Payton
Maxwell Wolk/Raymond James When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions. They needed advice that considered their entire financial picture. Today, that client-focused approach has extended to serve client accounts through 8,200 financial advisors in the United States, Canada and overseas. [...]
What this episode covers
Maxwell Wolk/Raymond James When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions. They needed advice that considered their entire financial picture. Today, that client-focused approach has extended to serve client accounts through 8,200 financial advisors in the United States, Canada and overseas. [...]
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Maxwell Wolk with Raymond James and Nancy Herrington & Sarah Senior with Insperity
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