EPISODE · Oct 27, 2025 · 40 MIN
Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 2)
from Advisor Talk with Frank LaRosa · host Ken Grider, Frank LaRosa
Key Chapters0:00 –From concept to execution of Raymond James’ advisor-banker model3:45 – The IBex program: turning education into action8:20 – The Masterclass series and year-long learning model13:00 – Building confidence and credibility with business owners18:40 – How advisors are rebranding and hosting Business Owner Summits24:10 – Case study: transforming revenue through investment banking partnerships29:30 – Why every advisor should rethink their approach to business-owner clients35:40 – Final takeaways: growth, fulfillment, and opportunity for advisorsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comConnect with Ken Grider: [email protected] Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners
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What this episode covers
In Part 2 of this Advisor Talk conversation, Frank LaRosa and Ken Grider dive deeper into the IBex education program and the Masterclass initiative that help Raymond James advisors learn to speak the language of business owners. Frank and Ken also share real-world success stories, revealing how advisors who embraced this model saw major increases in revenue and client satisfaction. Whether you’re a seasoned independent or an advisor exploring new ways to grow, this episode shows how to integrate investment banking insight into your client strategy.
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Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 2)
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