Raymond James expands the suite of built-in digital advertising and marketing capabilities and introduces extra branding sources for consultants

St. Petersburg, Fla., May 20, 2021 (GLOBE NEWSWIRE) – According to Lisa Turley, senior vice president of advisor marketing at Raymond James, Raymond James has improved its marketing and agency solutions for consultants. The new digital features and resources are designed to help consultants connect easily and efficiently with customers and potential customers while providing relevant, meaningful content in the consultant’s unique brand and voice.

“We continue to strive to offer a portfolio of industry-leading, advisor-centric marketing solutions to support the advisor’s business goals and help them strengthen their customer relationships,” said Turley. “These new features and resources are an extension of our robust marketing offering for consultants and will help them increase their marketing communication efforts and strengthen their brands, especially in our ongoing virtual environment.”

A long-time advocate of customizable and agile marketing, Raymond James’ Marketing + Agency Solutions offers industry knowledge, strategic planning, ongoing partnership, award-winning creative, and constant innovation to help consultants build and promote their brands and value propositions. The 150-strong full-service department offers consultants a holistic approach, including integrated digital marketing solutions and fully customized branding services.

Recent improvements include:

  • Enhancements for a holistic digital experience with a sophisticated integration of digital connections through RJ Connect, the company’s portal for consultants to access all Raymond James approved social media platforms and digital email capabilities

  • Comprehensive support for content marketing, including expertise on comments and insights. Content shared by RJ Connect consultants now automatically routes traffic to the consultant’s own web property (as opposed to the company’s corporate page, as is common with most other companies), creating a cohesive brand experience for consultants.

  • Email marketing features in RJ Connect desktop and mobile applications including: content library for email communications (one-time and recurring emails, newsletters, and marketing-approved e-cards); Contact and list management; Insights into engagement; custom signature settings; Delegation (e.g. roles as marketing assistant acting on behalf of the consultant); automated disclosure; compliant archiving and subscription management

  • Support social media and websites for consultants who conduct and / or promote webinars for existing and prospective clients

  • Comprehensive support for video marketing

  • Advisor branding for virtual meetings and events, including branded landing pages and custom backgrounds in the advisor’s own brand

  • Consultant Digital Promotion Program: Consultants can improve their brand, services, and location by building brand awareness and awareness and using localized digital marketing tactics, including search marketing, social media, and display advertising. The new program features professionally managed digital marketing campaigns tailored to the local market and each consultant’s goals, and complements the existing website and social media efforts.

“Part of the reason I moved my practice to Raymond James was the ability to use the resources of the marketing department to customize my brand,” said Nancy Leizman, financial advisor. “During my five-year tenure with the company, they continued to develop their services and improved and introduced new tools with the help of consultants. As a member of the company’s Marketing Advisory Council, I had the opportunity to present and evaluate the innovative marketing solutions. Tools like RJ Connect have allowed our team to leverage our reach for existing customers, and the ability to plan, customize and run a marketing campaign on my mobile device and all from a single source has been incredibly time-efficient. “

The story goes on

About Raymond James Financial, Inc.
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing retail groups, capital markets, asset management, banking, and other services to individuals, businesses and communities. The company has around 8,300 financial advisors. Total client assets are $ 1.13 trillion. Listed on the stock exchange since 1983, the company is listed on the New York Stock Exchange under the symbol RJF. More information is available at www.raymondjames.com.

Raymond James & Associates, Inc., member of the New York Stock Exchange / SIPC.

CONTACT: Shereen McCall Raymond James 727-567-2824 [email protected]

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