For Referrals, Cultivate Your Close NetworkFor Referrals, Cultivate Your Close Network

Sponsored by Raymond James

When it comes to the relationship between community financial institutions and affiliated financial advisors, the adage is true: the deeper the roots, the stronger the tree. Trust and collaboration between advisors and bankers not only serves clients better, but helps secure, grow and retain new business with highly valued clients. The Raymond James Financial Institutions Division shares some ways to nurture meaningful relationships throughout the organization, with tips from successful advisors and branch managers.

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