Initial contact

Talk with a recruiter who will listen to your goals and help you find the affiliation option that works for you.

Exploratory discussions

Dive deeper into your possibilities and all Raymond James has to offer to help you do business your way.

Home Office Visit

Go behind the scenes and meet one-on-one with firm leaders and relevant business unit professionals.

Official commitment

Make the choice to transform the future of your business when you commit to affiliating with Raymond James.

Target date selection

Work with your team to determine an ideal transition date and start building your custom transition plan.

Key Contact - Transition Consultant

Transition team introductions

Get to know the entire team supporting you through the transition process, including your dedicated transition and technology consultants.

Firm training and education

Take advantage of coaching, education and training opportunities informed and refined by the experiences of thousands of financial advisors.

Technology infrastructure

Work with your technology consultant to assemble your practiceʼs technological backbone.

Marketing and communication strategy

See how Raymond James Marketing + Agency Solutions can work with you to build and an impactful, personal brand and communications strategy

Official transition

This is day one – the reward for your decision and all the hard work that's gone into it. Take a moment to savor it.

Real-time transition team support

Lean on the support of your dedicated team who will continue to connect with you virtually and on site.

Communication plan launch

Communicate the change to your clients using the methods that best meet your needs and theirs.

Account transfer

Rely on our automated fee management process to handle Automated Customer Account Transfer Service (ACATS) fees and reimbursements and more.

Continued training and education

Explore the range of education options to help you and your team get up to speed on services and technology.

Key Contact - Technology Consultant

Transition graduation

After the early flurry of activity, you'll settle to a more typical pace as you close in on your transition graduation.

Ongoing transition team collaboration

Transition may be complete, but your team is still there to help you harness the power of the Raymond James platform.

Practice vision planning

With day one done, think into the future and start building a plan for where your practice can grow from here.

Expand home office network

Start making the connections that will maximize your possibilities by reaching out to departments and professionals of interest.