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
Janet Levaux, MA/MBA, is Editor in Chief of ThinkAdvisor & Investment Advisor. She's covered the financial markets since 1991 and advisors since 2005. Janet studied at Yale, Johns Hopkins SAIS and St. Mary's College of California. She's also lived and worked in Asia, Europe and Latin America, raised two sons, and won a Neal Award for top news coverage in 2020.
