Boosting the number and role of women is an objective of Raymond James and other firms in the wealth management business. But how do you make that happen?
During the 18th annual Women's Symposium hosted by the firm in St. Pete Beach, Fla., a roundtable of six advisers discussed that issue with AdvisorOne over lunch on Thursday.
Of Raymond James' 6,000-plus advisers, about 14% are women. In the first year of its training program for new reps, the Adviser Mastery Program, 35% of its participants were women.
An important part of supporting women in the business, they say, is having the right culture. This includes taking steps to support female advisers and other women throughout the firm and doing as much as possible to encourage the formation of adviser teams.
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Janet Levaux
Editor-in-Chief Janet Levaux has covered the financial markets since 1991, with a focus on financial advisors since 2005. After graduating from Yale and the Johns Hopkins School of Advanced International Studies (SAIS), where she studied global economics, Janet worked as a freelance financial and business writer in Japan, and then as a reporter and editor for Investor's Business Daily and the Bay Area News Group in California. She earned an MBA in 2007 and since then has helped lead key ThinkAdvisor projects like its Neal-Award winning reporting on Ken Fisher, Luminaries awards program and Women in Wealth newsletter.
