Case Study

Strengthening client relationships

Strengthening client relationships

Pages 3 Pages

Financial advisors use WorthWhile digital edition created with Adobe Digital Publishing Suite, Enterprise Edition to engage with high net worth clients and prospects Raymond James Financial manages more than 2.5 million accounts worth an estimated $418 billion* , the majority of which belong to individual investors. More than 6,300 financial advisors, primarily in North America, help guide those clients on how best to save, invest, and grow their money. The most successful advisors communicate regularly with clients, and the ongoing demonstration of personal interest by their advisors is extraordinarily important to clients with high net worth. For the last nine years, Raymond James has published WorthWhile, an award-winning, high-end quarterly publication targeting high net worth

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