Partner With Us
As a professional in the dental industry you are in a key position to determine if a client is the right fit for our Wealth Management services.
The Raymond James Professional Partnership Program allows you to refer and ultimately share clients so that they get the professional services they need from a focused network of closely aligned professionals serving clients’ best interests. In addition to meeting your clients’ needs, you may even share revenue generated from referring your clients to a us.
Under this partnership arrangement, you register as an investment advisor representative. Thereafter, whenever you refer a client to us for any number of investment services, you will be compensated from advisory fees generated through the client relationship. In this scenario, you maintain your status as an independent professional and continue to provide your professional services to your clients.
Easy as 1, 2, 3,
- Register to become an investment advisor representative, either under Raymond James Financial Services Advisors, Inc. or under an independent RIA in a local Raymond James branch.
- Refer clients to a LifeStone Wealth Management, who opens Raymond James advisory accounts for your clients to execute trades and provides investment recommendations.
- Receive a share of the fees generated by fee-based management accounts.