Podcast appearances and mentions of raymond james

Billy Derrick is joined by Robbie Weinstein and Bobby Burton (On Texas Football) to preview Saturday's matchup between the Commodores and Longhorns in Austin. Football coverage presented by Bulovas Wealth Management of Raymond James. If there's one thing we all share, it's that our lives are all unique. At Raymond James, they believe that's worth celebrating. Because financial planning isn't just about numbers and figures, it's about creating the life you envision. So whether you're building a future or preparing for retirement, a Raymond James financial advisor can guide you each step of the way – all while following a plan that's uniquely yours. That's life well planned. To learn more, call financial advisor [Joe Bulovas with Bulovas Wealth Management of Raymond James] at [615-645-6742] — Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Retire While You Work® podcast is back with a special episode! Hosts David Adams, Myles Zueger, and Carson Odom sit down with Paul Shoukry, CEO of Raymond James, to talk about how AI is transforming the financial planning industry.They dive into what these changes mean for advisors, how technology is reshaping strategies, and the opportunities it creates for building long-term financial security.

Brianne Gardner, senior wealth manager at Velocity Investment Partners, Raymond James, shares her outlook on Canadian & U.S. Large Caps.

Across the conversation, the panel digs into:• What IBex (Institute for Business Owner Excellence) and the Masterclass actually teach - and how “learning the language” opens doors with business owners and COIs.• Why being early matters: profiling, asking better questions, and hosting local business-owner events that generate real pipeline.• Multiple paths beyond a sale: capital-markets needs, growth capital, roll-ups, second bites, and direct private deals alongside traditional planning.• Culture and collaboration: demystifying the process, quarterbacking expert teams, and the peer-to-peer sharing that's accelerating growth across practices.Key Chapters:00:00 – Intro  03:10 – Ken Grider introduces the advisor lineup and program structure05:17 – Lisa Detanna: 5.5 B AUM and 70% business-owner clients10:14 – Training through IBex (Institute for Business Owner Excellence)12:31 – How Raymond James bridges investment banking and planning14:11 – Addressing big-bank perception vs. Raymond James capabilities14:28 – Ryan Bass: learning the language of business-owner conversations18:27 – Will Deupree: early-stage conversations that create loyalty25:13 – Cody Hilbun: building an 18-person IB-focused advisory team30:11 – Mike Tutcher: growth through Masterclass and golf-course networking38:17 – Ken Grider: going where competition isn't39:29 – Zac Hersman: Americas Group and cross-border opportunities45:06 – Lisa Detanna: culture, client-centric service, and firm leadership50:16 – Inside IBex & Masterclass: demystifying the process01:02:14 – Hosting local business-owner events and strategy summits01:12:18 – Educating business owners creates lasting relationships01:16:08 – Final thoughts: culture, vision, and paying it forwardIf you work with business owners (or want to), this discussion offers concrete examples, candid lessons learned, and specific approaches you can adapt to your market - without promising outcomes and while keeping client interests front and center.Resources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners 

Key Chapters0:00 –From concept to execution of Raymond James' advisor-banker model3:45 – The IBex program: turning education into action8:20 – The Masterclass series and year-long learning model13:00 – Building confidence and credibility with business owners18:40 – How advisors are rebranding and hosting Business Owner Summits24:10 – Case study: transforming revenue through investment banking partnerships29:30 – Why every advisor should rethink their approach to business-owner clients35:40 – Final takeaways: growth, fulfillment, and opportunity for advisorsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comConnect with Ken Grider: Ken.Grider@RaymondJames.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Billy Derrick and Joe Bulovas recap Vandy's 17-10 win over No. 15 Missouri at FirstBank Stadium to improve to 7-1 on the season. Football coverage presented by Bulovas Wealth Management of Raymond James. If there's one thing we all share, it's that our lives are all unique. At Raymond James, they believe that's worth celebrating. Because financial planning isn't just about numbers and figures, it's about creating the life you envision. So whether you're building a future or preparing for retirement, a Raymond James financial advisor can guide you each step of the way – all while following a plan that's uniquely yours. That's life well planned. To learn more, call financial advisor [Joe Bulovas with Bulovas Wealth Management of Raymond James] at [615-645-6742]. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join Billy Derrick as he previews Saturday's Vanderbilt-Missouri matchup in Nashville, featuring interviews with Lelan Statom (NewsChannel 5), Rick Neuheisel (CBS Sports), and Gabe DeArmond (PowerMizzou.com). Football coverage presented by Bulovas Wealth Management of Raymond James. If there's one thing we all share, it's that our lives are all unique. At Raymond James, they believe that's worth celebrating. Because financial planning isn't just about numbers and figures, it's about creating the life you envision. So whether you're building a future or preparing for retirement, a Raymond James financial advisor can guide you each step of the way – all while following a plan that's uniquely yours. That's life well planned. To learn more, call financial advisor [Joe Bulovas with Bulovas Wealth Management of Raymond James] at [615-645-6742] — Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Key Chapters0:00 – Introduction2:15 – Why financial advisors should focus on business-owner clients5:10 – The challenges of illiquid wealth and how advisors can solve them9:00 – How Raymond James connects wealth management and investment banking12:40 – Building deeper COI relationships with attorneys and accountants17:25 – Why understanding business valuation matters for every advisor22:40 – Raymond James' unique culture and the “village” behind the success28:10 – How collaboration with investment bankers expands advisor opportunity33:30 – Why this approach is the future of growth for independent advisorsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comConnect with Ken Grider: Ken.Grider@RaymondJames.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

We kicked off the program with four news stories and different guests on the stories we think you need to know about!The Orionids meteor shower visible tonight & tomorrow in New England. Guest: Jim J. Zebrowski - President Aldrich Astronomical Society, Inc.   Halloween spending scares Americans as inflation forces many to skip the holiday… Guest: Bill Dendy - CPA and money manager with Raymond James   With a storm blowing through the area, it was a rough day for traffic. Guest: Dan Mazella - Operations Director for the Boston Hub of Total Traffic and Weather Network & traffic reporter   The buy-rent gap is widening – should you buy now or keep renting forever? Modern America's housing history is being rewritten: Renting is now cheaper than buying a house in all major metropolitan areas. Guest: Sam Bourgi - researcher and financial analyst at Investors Observer

Billy Derrick and Joe Bulovas recap Vandy's 31-24 win over LSU to improve to 6-1 for the first time since 1950 and their first win over the Tigers since 1990. Football coverage presented by Bulovas Wealth Management of Raymond James. If there's one thing we all share, it's that our lives are all unique. At Raymond James, they believe that's worth celebrating. Because financial planning isn't just about numbers and figures, it's about creating the life you envision. So whether you're building a future or preparing for retirement, a Raymond James financial advisor can guide you each step of the way – all while following a plan that's uniquely yours. That's life well planned. To learn more, call financial advisor [Joe Bulovas with Bulovas Wealth Management of Raymond James] at [615-645-6742]. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join Billy Derrick as he previews Saturday's Vanderbilt-LSU matchup in Nashville, featuring interviews with TE Eli Stowers, Norman Jordan (Vanderbilt Radio Network), Lelan Statom (NewsChannel 5 Meteorologist), and Matt Moscona (ESPN Baton Rouge). Football coverage presented by Bulovas Wealth Management of Raymond James. If there's one thing we all share, it's that our lives are all unique. At Raymond James, they believe that's worth celebrating. Because financial planning isn't just about numbers and figures, it's about creating the life you envision. So whether you're building a future or preparing for retirement, a Raymond James financial advisor can guide you each step of the way – all while following a plan that's uniquely yours. That's life well planned. To learn more, call financial advisor [Joe Bulovas with Bulovas Wealth Management of Raymond James] at [615-645-6742] — Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Come Back to Love® Radio: Money Clarity and Confidence for Women Summary: Robyn Vogel and guest Tatiana Sunik, a fiduciary wealth advisor and Certified Divorce Financial Analyst, explore how women can gain clarity, confidence, and control over their finances. Drawing on her 23 years in wealth management and personal experience with divorce, Tatiana shares practical strategies for aligning money decisions with life values. Together, they discuss the emotional side of money, the importance of early financial conversations, and how proactive planning can reduce stress and create long-term security and freedom. Topics Covered: Tatiana's journey from wealth advisor to empowering women through finance The emotional and historical factors that keep women disconnected from money The role of values-based financial planning in creating clarity and confidence How early financial conversations can prevent conflict and strengthen relationships Strategies for building security: automation, retirement planning, and long-term care Bio: Tatiana Sunik, CFP, CDFA is the founder of Hera Financial and a Wealth Advisor with Forum Financial LP, dedicated to guiding individuals and families through life's most pivotal transitions with clarity and confidence. With over two decades of experience at leading firms including Smith Barney, Raymond James, and Klingman & Associates—a $4 billion boutique RIA recognized by Barron's and Forbes. Tatiana offers institutional-grade expertise in executive compensation, retirement strategies, tax planning, and multigenerational wealth transfer. A CERTIFIED FINANCIAL PLANNER professional and Certified Divorce Financial Analyst®, she combines technical fluency with a personal mission to empower women to own every chapter of their financial story. Fluent in English, Russian, and Ukrainian, and a classically trained pianist, Tatiana brings both global perspective and creativity to her practice, inspiring clients to approach their financial future with resilience, clarity, and confidence. Website: https://www.herafin.com/event-list Free Gift: Coffee with a CDFA® Learn more about Robyn here: https://www.comebacktolove.com

In this month's episode of Nurturing Financial Freedom, we dig into a topic that's becoming more critical in today's investment landscape—concentration risk. We've talked about the "Magnificent Seven" tech stocks—Apple, Microsoft, Nvidia, Amazon, Meta, Alphabet, and Tesla—before, but now we're zooming in on the downside of their dominance. While these mega-cap companies have driven much of the market's recent growth, their outsized influence poses a risk that many investors overlook.We start by revisiting the concept of diversification, which we believe is often misunderstood. As Alex explains, owning cash at different banks or multiple funds that move in lockstep isn't real diversification. What matters is what's inside those funds—are they all large-cap U.S. stocks, or do they include small caps, international equities, or different sectors? Too often, investors think they're diversified when, in reality, their holdings are heavily skewed toward the same handful of companies.We also discuss how concentration creeps in—especially through popular indexes like the S&P 500, which is now heavily weighted toward just a few tech giants. Ed points out a striking stat: Nvidia and Microsoft alone represent as much of the S&P 500 as the bottom 400 companies combined. This “index drift” means that even supposedly diversified portfolios—like target date retirement funds—may be overly reliant on the same names.To build resilience, we stress the importance of intentional diversification. That means expanding beyond large-cap U.S. stocks to include mid- and small-cap companies, international equities, and even alternative assets like gold, real estate, and commodities. Fixed income is also relevant again, with bonds and cash offering meaningful yield for the first time in years.We wrap up by emphasizing the need for proactive rebalancing. Don't try to time the market. Instead, rebalance regularly on a schedule to keep your allocation aligned with your goals. And understand that even strong companies stumble, so don't let recent winners dominate your portfolio.At the end of the day, this isn't about abandoning tech or being a contrarian—it's about knowing what you own and why you own it. Because building a durable portfolio isn't a one-time setup. It's an ongoing process that needs regular attention. You can always email Alex and Ed at info@birchrunfinancial.com or give them a call at 484-395-2190.Or visit them on the web at https://www.birchrunfinancial.com/Alex and Ed's Book: Mastering The Money Mind: https://www.amazon.com/Mastering-Money-Mind-Thinking-Personal/dp/1544530536 Any opinions are those of Ed Lambert Alex Cabot, financial advisors, RJFS, and Jon Gay, and not necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. The examples throughout this material are for illustrative purposes only. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance is not indicative of future returns. CDs are insured by the FDIC and offer a fixed rate of return, whereas the return and principal value of investment securities fluctuate with changes in market conditions. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. Stock Market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions. International investing involves special risks, including currency fluctuations, differing financial accounting standards, and possible political and economic volatility. There is an inverse relationship between interest rate movements and bond prices. Generally, when interest rates rise, bond prices fall and when interest rates fall, bond prices generally rise. Investing in small cap stocks generally involves greater risks, and therefore, may not be appropriate for every investor. The prices of small company stocks may be subject to more volatility than those of large company stocks. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Birch Run Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Birch Run Financial is located at 595 E Swedesford Rd, Ste 360, Wayne PA 19087 and can be reached at 484-395-2190. Any rating is not intended to be an endorsement, or any way indicative of the advisors' abilities to provide investment advice or management. This podcast is intended for informational purposes only.Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors.Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users or members. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cameron is joined by Nate Collins, founder of Wealth Strategies of Raymond James and Certified Exit Planning Advisor (CEPA), and they discuss the complexities and emotional challenges of selling a business, particularly in the medical aesthetics field. They explore the motivations behind selling, the emotional aftermath, and the importance of planning for life after the sale. Nate shares his personal experiences and insights on the necessity of having a supportive team of advisors to navigate the exit process successfully. The conversation emphasizes the significance of pursuing personal wellbeing and finding purpose beyond financial success, ultimately guiding entrepreneurs to prepare for a fulfilling life post-exit.Exit Planning webinar on November 5: https://www.raymondjames.com/founderwealthstrategies/events/exit-planning-novListen In!Thank you for listening to this episode of Medical Millionaire!Takeaways:Selling a business can lead to emotional challenges and regrets.Financial independence does not guarantee personal fulfillment.It's crucial to have a plan for life after selling a business.Building a supportive team of advisors is essential for a successful exit.Pursuing personal wellbeing should start before the exit, not after.Finding purpose beyond financial success is vital for happiness.Many entrepreneurs feel lost after selling their business.Proper exit planning can prevent selling under duress.A successful exit requires aligning personal and business goals.Entrepreneurs should prioritize their health and community involvement.Unlock the Secrets to Success in Medical Aesthetics & Wellness with "Medical Millionaire"Welcome to "Medical Millionaire," the essential podcast for owners and entrepreneurs inMedspas, Plastic Surgery, Dermatology, Cosmetic Dental, and Elective Wellness Practices! Dive deep into marketing strategies, scaling your medical practice, attracting high-end clients, and staying ahead with the latest industry trends. Our episodes are packed with insights from industry leaders to boost revenue, enhance patient satisfaction, and master marketing techniques.Our Host, Cameron Hemphill, has been in Aesthetics for over 10 years and has supported over 1,000 Practices, including 2,300 providers. He has worked with some of the industry's most well-recognized brands, practice owners, and key opinion leaders.Tune in every week to transform your practice into a thriving, profitable venture with expert guidance on the following categories...-Marketing-CRM-Patient Bookings-Industry Trends Backed By Data-EMR's-Finance-Sales-Mindset-Workflow Automation-Technology-Tech Stack-Patient RetentionLearn how to take your Medical Aesthetics Practice from the following stages....-Startup-Growth-Optimize-Exit Inquire Here:http://get.growth99.com/mm/

Billy Derrick and Joe Bulovas preview Vandy's matchup vs. #10 LSU at FirstBank Stadium on Saturday (11am CT/ABC). Football coverage presented by Bulovas Wealth Management of Raymond James. If there's one thing we all share, it's that our lives are all unique. At Raymond James, they believe that's worth celebrating. Because financial planning isn't just about numbers and figures, it's about creating the life you envision. So whether you're building a future or preparing for retirement, a Raymond James financial advisor can guide you each step of the way – all while following a plan that's uniquely yours. That's life well planned. To learn more, call financial advisor [Joe Bulovas with Bulovas Wealth Management of Raymond James] at [615-645-6742]. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Chris Lee and Luke Wyatt discuss where Vanderbilt stands at the halfway point of the season following Saturday's 30-14 loss to Alabama. Football coverage presented by Bulovas Wealth Management of Raymond James. If there's one thing we all share, it's that our lives are all unique. At Raymond James, they believe that's worth celebrating. Because financial planning isn't just about numbers and figures, it's about creating the life you envision. So whether you're building a future or preparing for retirement, a Raymond James financial advisor can guide you each step of the way – all while following a plan that's uniquely yours. That's life well planned. To learn more, call financial advisor [Joe Bulovas with Bulovas Wealth Management of Raymond James] at [615-645-6742]. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Initial Reactions to the Press Conference Excitement over finally hearing from ownership.Big question addressed: Are the Rays staying in the Tampa Bay area?New owner Patrick Zalupski confirms commitment to the region. Stadium Plans & Vision Zalupski's top priority: Building a new stadiumInspiration from Atlanta's Battery:Mixed-use development: hotels, bars, restaurants, retail, concert venues.Emphasis on creating a destination, not just a ballpark. Atlanta as the Model Turner Field to The Battery move: strategic & fan-focused.Success of moving closer to where the fanbase actually lives.Takeaway: Rays should apply the same approach. Site Challenges & Possibilities Target: 100+ acres of land – a tall order in Tampa.Areas discussed:Gaslight District – likely out.Steinbrenner Field area – possibly too small.HCC campus – enough land but unrealistic due to school presence.Raymond James area – intriguing, but complex.I-4 corridor / near Ybor / fairgrounds – promising due to accessibility.Oldsmar, outskirts, or near Lakeland – growing regions with fan potential. Data-Driven Decision Making Emphasis on studying demographics and fan location data.Go where the fans are – maximize attendance and long-term success. Timeline & UrgencyGoal: Open new stadium by 2029.Concerns about tight turnaround for:Stadium constructionMixed-use developmentHopeful, but realistic – planning must move quickly and efficiently. Interim Situation: Tropicana Field Tropicana Field remains the temporary home.Renovations help, but it's still outdated.Sympathy for the team and fans having to return there. Stadium Features Confirmed Enclosed fixed roof stadium (not retractable).Pros: AC stays.Cons: Still playing indoors.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Billy Derrick and Joe Bulovas recap Vandy's 30-14 loss to Alabama in Tuscaloosa, while answering your comments and questions. Football coverage presented by Bulovas Wealth Management of Raymond James. If there's one thing we all share, it's that our lives are all unique. At Raymond James, they believe that's worth celebrating. Because financial planning isn't just about numbers and figures, it's about creating the life you envision. So whether you're building a future or preparing for retirement, a Raymond James financial advisor can guide you each step of the way – all while following a plan that's uniquely yours. That's life well planned. To learn more, call financial advisor [Joe Bulovas with Bulovas Wealth Management of Raymond James] at [615-645-6742]. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Members of the Victoria Seniors Business Network guest in advance of the upcoming seminar "Navigating the Real Estate Landscape for Seniors"Pamela Katunar, Wealth Manager -Heart Health Management Group at Raymond James https://www.heartwealth.ca/ 250-405-2455Comfort Keepers Roger Martin roger@comfortkeepersvictoria.caJill Phipps, Home Again transition services https://seniorshomeagain.ca/

Join Billy Derrick as he previews Saturday's Vanderbilt-Alabama matchup in Tuscaloosa, featuring interviews with Robbie Weinstein (Vandy247), Connor O'Gara (Saturday Down South), and Mike Rodak (Bama247). Football coverage presented by Bulovas Wealth Management of Raymond James. If there's one thing we all share, it's that our lives are all unique. At Raymond James, they believe that's worth celebrating. Because financial planning isn't just about numbers and figures, it's about creating the life you envision. So whether you're building a future or preparing for retirement, a Raymond James financial advisor can guide you each step of the way – all while following a plan that's uniquely yours. That's life well planned. To learn more, call financial advisor [Joe Bulovas with Bulovas Wealth Management of Raymond James] at [615-645-6742] — Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Chris Lee and Luke Wyatt discuss Vandy's matchup against Alabama in Tuscaloosa on Saturday and look ahead to the key matchups to watch. Football coverage presented by Bulovas Wealth Management of Raymond James. If there's one thing we all share, it's that our lives are all unique. At Raymond James, they believe that's worth celebrating. Because financial planning isn't just about numbers and figures, it's about creating the life you envision. So whether you're building a future or preparing for retirement, a Raymond James financial advisor can guide you each step of the way – all while following a plan that's uniquely yours. That's life well planned. To learn more, call financial advisor [Joe Bulovas with Bulovas Wealth Management of Raymond James] at [615-645-6742]. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of The Free Lawyer podcast, Gary interviews Brianna Beski, a Certified Divorce Financial Analyst at Raymond James. Brianna shares how her parents' divorce inspired her career and discusses the financial complexities of divorce, including common misunderstandings about retirement accounts and asset valuation. She explains the critical role of financial clarity, collaboration with attorneys, and tailored support for high net worth individuals and business owners. Brianna emphasizes empowering clients to make informed decisions, reduce stress, and confidently rebuild their financial futures after divorce.Brianna's not just a Certified Divorce Financial Analyst (CDFA®)— she's someone who truly understands the emotional weight of divorce and how it impacts every area of life. Her unique backgroundallows her to:✔️ Provide financial clarity in emotionally charged situations, helping clients avoid fear-driven decisions they'll regret later.✔️ Help high-achieving professionals maintain control over their financial future, especially when assets, businesses, and long-term planning are at stake.✔️ Act as a calm, strategic advocate—helping clients navigate complex financial decisions while prioritizing their well-being and their family's future.Brianna's Personal Divorce Experience (00:02:11)Career Path and Olympic Aspirations (00:04:14) BEmotional Impact of Divorce (00:05:27) Common Retirement Account Mistakes (00:05:44) Valuing Pensions and Retirement Assets (00:07:44) When to Use a CDFA (00:09:39) Case Example: Settlement Misconceptions (00:11:26) Role of CDFA in Divorce Process (00:13:37) Client Support and Financial Clarity (00:16:05)Unique Challenges for High Net Worth and Business Owners (00:18:55) Transformation Through Financial Clarity (00:22:16)Advice for Lawyers Hesitant to Use Financial Experts (00:24:13)Maintaining Self-Worth After Asset Division (00:26:31) Finding Personal Freedom After Divorce (00:29:48) Advice for Lawyers Going Through Divorce (00:30:49) Financial Planning for Married Couples (00:32:41) Advice to Her Younger Self (00:35:10)Would you like to learn what it looks like to become a truly Free Lawyer? You can schedule a courtesy call here: https://calendly.com/garymiles-successcoach/one-one-discovery-callWould you like to learn more about Breaking Free or order your copy? https://www.garymiles.net/break-free

Brianne Gardner, senior wealth manager at Velocity Investment Partners, Raymond James, shares her outlook on Canadian & U.S. Large Caps.

Billy Derrick and Joe Bulovas recap Vandy's 55-35 win over Utah State on Saturday night at FirstBank Stadium. Football coverage presented by Bulovas Wealth Management of Raymond James. If there's one thing we all share, it's that our lives are all unique. At Raymond James, they believe that's worth celebrating. Because financial planning isn't just about numbers and figures, it's about creating the life you envision. So whether you're building a future or preparing for retirement, a Raymond James financial advisor can guide you each step of the way – all while following a plan that's uniquely yours. That's life well planned. To learn more, call financial advisor [Joe Bulovas with Bulovas Wealth Management of Raymond James] at [615-645-6742]. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join Billy Derrick as he previews Saturday's Vanderbilt-Utah State matchup in Nashville, featuring interviews with former Vanderbilt RB Norman Jordan (Vanderbilt Radio Network) and Utah State beat writer Jason Turner (The Herald Journal). Football coverage presented by Bulovas Wealth Management of Raymond James. If there's one thing we all share, it's that our lives are all unique. At Raymond James, they believe that's worth celebrating. Because financial planning isn't just about numbers and figures, it's about creating the life you envision. So whether you're building a future or preparing for retirement, a Raymond James financial advisor can guide you each step of the way – all while following a plan that's uniquely yours. That's life well planned. To learn more, call financial advisor [Joe Bulovas with Bulovas Wealth Management of Raymond James] at [615-645-6742] — Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of the Risk Management Show Podcast, we discussed "The 5Ds That Can Force Your Business Sale" with Nate Collins, a Certified Exit Planning Adviser, financial adviser at Raymond James, and former CEO who successfully led a mid-8 figure business exit. Nate shared invaluable insights into the top reasons businesses are forced to sell—distress, divorce, disagreement, disability, and death—and how these 5Ds can lead to selling at a deep discount if you're unprepared. We explored the critical importance of exit planning, not just for business optimization and financial success, but also for navigating the emotional challenges that come with transitions. Nate revealed his personal journey through a high-stakes business exit and the lessons he learned about preparation, personal well-being, and finding purpose post-transition. Whether you're a business owner, executive, or professional planning for your future, this episode provides actionable strategies to ensure you're ready for whatever life throws your way. If you want to be our guest or suggest someone, send your email to info@globalriskconsult.com with the subject line “Podcast Guest Proposal.”

Billy Derrick and Joe Bulovas recap Vandy's dominant 70-21 win over Georgia State on Saturday night at FirstBank Stadium. Football coverage presented by Bulovas Wealth Management of Raymond James. If there's one thing we all share, it's that our lives are all unique. At Raymond James, they believe that's worth celebrating. Because financial planning isn't just about numbers and figures, it's about creating the life you envision. So whether you're building a future or preparing for retirement, a Raymond James financial advisor can guide you each step of the way – all while following a plan that's uniquely yours. That's life well planned. To learn more, call financial advisor [Joe Bulovas with Bulovas Wealth Management of Raymond James] at [615-645-6742]. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

⏱️ SEGMENT 1: THE TWO-MINUTE DRILL Cue the Clock: "Down. Set. GO!"Kevin's Recap (Fast-Paced, Playful):Opens with a fighter jet metaphor – Bucs in their F-18 Super Hornet.Score: Bucs win 29-27.Historical stat: First 3-0 start since 2005.Dramatic twist: Each win includes a final-minute go-ahead score.First half dominance:20–6 lead.Mike Evans scores first TD of the season – “private jet” reference.Uniform shoutout: Throwback to 1976 — almost cursed them.Jets comeback: Blocked field goal returned for TD.Clutch moment:Mayfield says: “Cool your Jets.”McLaughlin hits game-winner at the buzzer (36-yard FG).Postgame quote from Baker Mayfield emphasizing team resilience.Kevin closes recap: "Next up — the 3-0 defending champs, the Philadelphia Eagles, this Sunday at Raymond James."

Join Billy Derrick as he previews Saturday's Vanderbilt-Georgia State matchup in Nashville, featuring interviews with former Vandy TE Gavin Schoenwald and Georgia State reporter Brady Weiler from PantherTalk.com. Football coverage presented by Bulovas Wealth Management of Raymond James. If there's one thing we all share, it's that our lives are all unique. At Raymond James, they believe that's worth celebrating. Because financial planning isn't just about numbers and figures, it's about creating the life you envision. So whether you're building a future or preparing for retirement, a Raymond James financial advisor can guide you each step of the way – all while following a plan that's uniquely yours. That's life well planned. To learn more, call financial advisor [Joe Bulovas with Bulovas Wealth Management of Raymond James] at [615-645-6742] — Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As we head into fall, we take the opportunity to run a financial "fire drill"—not because we expect a crisis, but because we know volatility is inevitable. This episode is all about preparation: emotionally and strategically. Ed Lambert, Alex Cabot, and Jag kick things off with some seasonal banter, but quickly dive into why fall is a natural time to reassess our portfolios and our mindset around investing.Ed begins by reminding us that even in strong years, the market doesn't move in a straight line. The S&P 500 typically sees multiple 5% dips annually and about a 10% correction every year or two. But those drops aren't signs of failure—they're part of the process. He walks us through some of the scariest moments of the last 15 years—like the 2011 debt ceiling crisis, the COVID crash of 2020, and the recent sharp drop in April 2025—highlighting how each time, the market rebounded. The key, he says, is staying the course and not reacting emotionally. Emotional decisions—especially ones made in fear—almost always lead to poor outcomes.We focus heavily on the idea that emotional preparation is just as important as strategic allocation. Ed makes the point that volatility is the price of admission for long-term growth. He urges listeners to “zoom out” and look at the long-term trajectory of the market, where short-term declines barely register. Since 1980, despite multiple downturns, the market has averaged nearly 10% returns annually.Alex then picks up the second half of the fire drill analogy—portfolio preparation. He compares asset allocation to a smoke detector: you want it functioning before there's smoke. He explains that the right asset mix comes from evaluating three factors—your goals, your timeframe, and your risk tolerance. Importantly, risk tolerance has both a financial and emotional component, and the two don't always align. He gives practical examples for how these factors influence portfolio design—contrasting a 25-year-old saving for retirement with someone needing cash in six months for a car purchase.He also stresses the need to regularly rebalance portfolios. Just like a smoke detector can get out of sync, so can an asset allocation if left unattended. Ignoring this can lead to a portfolio that doesn't reflect your needs or goals. Whether it's a 5% dip or a 25% drawdown, a well-built and actively managed allocation keeps investors steady. Alex closes with an important reminder: every downturn in history has ended in recovery. The question isn't if volatility will come, but when—and how prepared we'll be.Have you ever had a smoke detector battery die in the middle of the night? We swap stories about that to cement our analogy.  You can always email Alex and Ed at info@birchrunfinancial.com or give them a call at 484-395-2190.Or visit them on the web at https://www.birchrunfinancial.com/Alex and Ed's Book: Mastering The Money Mind: https://www.amazon.com/Mastering-Money-Mind-Thinking-Personal/dp/1544530536 Any opinions are those of Ed Lambert Alex Cabot, financial advisors, RJFS, and Jon Gay, and not necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. The examples throughout this material are for illustrative purposes only. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance is not indicative of future returns. CDs are insured by the FDIC and offer a fixed rate of return, whereas the return and principal value of investment securities fluctuate with changes in market conditions. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. Stock Market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions. International investing involves special risks, including currency fluctuations, differing financial accounting standards, and possible political and economic volatility. There is an inverse relationship between interest rate movements and bond prices. Generally, when interest rates rise, bond prices fall and when interest rates fall, bond prices generally rise. Investing in small cap stocks generally involves greater risks, and therefore, may not be appropriate for every investor. The prices of small company stocks may be subject to more volatility than those of large company stocks. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Birch Run Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Birch Run Financial is located at 595 E Swedesford Rd, Ste 360, Wayne PA 19087 and can be reached at 484-395-2190. Any rating is not intended to be an endorsement, or any way indicative of the advisors' abilities to provide investment advice or management. This podcast is intended for informational purposes only.Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors.Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users or members. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Billy Derrick, Chris Lee, and Luke Wyatt recap Vandy's win over South Carolina, preview Vandy's matchup with Georgia State, and answer mailbag questions. Football coverage presented by Bulovas Wealth Management of Raymond James. If there's one thing we all share, it's that our lives are all unique. At Raymond James, they believe that's worth celebrating. Because financial planning isn't just about numbers and figures, it's about creating the life you envision. So whether you're building a future or preparing for retirement, a Raymond James financial advisor can guide you each step of the way – all while following a plan that's uniquely yours. That's life well planned. To learn more, call financial advisor [Joe Bulovas with Bulovas Wealth Management of Raymond James] at [615-645-6742]. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Billy Derrick and Joe Bulovas recap Vandy's dominant 31-7 win over South Carolina on Saturday night at Williams-Brice Stadium. Football coverage presented by Bulovas Wealth Management of Raymond James. If there's one thing we all share, it's that our lives are all unique. At Raymond James, they believe that's worth celebrating. Because financial planning isn't just about numbers and figures, it's about creating the life you envision. So whether you're building a future or preparing for retirement, a Raymond James financial advisor can guide you each step of the way – all while following a plan that's uniquely yours. That's life well planned. To learn more, call financial advisor [Joe Bulovas with Bulovas Wealth Management of Raymond James] at [615-645-6742]. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.

Join Billy Derrick as he previews Saturday's Vanderbilt-South Carolina matchup in Columbia, featuring interviews with WR Tre Richardson, sideline reporter Kevin Ingram, and South Carolina reporter Hale McGranahan (The Big Spur). Football coverage presented by Bulovas Wealth Management of Raymond James. If there's one thing we all share, it's that our lives are all unique. At Raymond James, they believe that's worth celebrating. Because financial planning isn't just about numbers and figures, it's about creating the life you envision. So whether you're building a future or preparing for retirement, a Raymond James financial advisor can guide you each step of the way – all while following a plan that's uniquely yours. That's life well planned. To learn more, call financial advisor [Joe Bulovas with Bulovas Wealth Management of Raymond James] at [615-645-6742] — Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.

Billy Derrick, Chris Lee, and Luke Wyatt preview Vandy's matchup vs. South Carolina, make their predictions, discuss Bryce Henderson's bold claim, and answer mailbag questions. Football coverage presented by Bulovas Wealth Management of Raymond James. If there's one thing we all share, it's that our lives are all unique. At Raymond James, they believe that's worth celebrating. Because financial planning isn't just about numbers and figures, it's about creating the life you envision. So whether you're building a future or preparing for retirement, a Raymond James financial advisor can guide you each step of the way – all while following a plan that's uniquely yours. That's life well planned. To learn more, call financial advisor [Joe Bulovas with Bulovas Wealth Management of Raymond James] at [615-645-6742]. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.

He is wondering why he isn't getting a call back after going on two dates... but could it be because he might have lied about his place of employment?

Billy Derrick and Joe Bulovas recap Vandy's 44-20 win over Virginia Tech on Saturday night at Lane Stadium. Football coverage presented by Bulovas Wealth Management of Raymond James. If there's one thing we all share, it's that our lives are all unique. At Raymond James, they believe that's worth celebrating. Because financial planning isn't just about numbers and figures, it's about creating the life you envision. So whether you're building a future or preparing for retirement, a Raymond James financial advisor can guide you each step of the way – all while following a plan that's uniquely yours. That's life well planned. To learn more, call financial advisor [Joe Bulovas with Bulovas Wealth Management of Raymond James] at [615-645-6742]. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.

Billy Derrick, Chris Lee, and Luke Wyatt preview Vandy's matchup vs. Virginia Tech in Blacksburg on Saturday night, discuss Junior Sherrill's injury status, and answer mailbag questions. Football coverage presented by Bulovas Wealth Management of Raymond James. If there's one thing we all share, it's that our lives are all unique. At Raymond James, they believe that's worth celebrating. Because financial planning isn't just about numbers and figures, it's about creating the life you envision. So whether you're building a future or preparing for retirement, a Raymond James financial advisor can guide you each step of the way – all while following a plan that's uniquely yours. That's life well planned. To learn more, call financial advisor [Joe Bulovas with Bulovas Wealth Management of Raymond James] at [615-645-6742]. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.

Raymond James Stadium's Facility Manager of Grounds, Trey Altman, joins us for our Banana Ball series. Altman and the Buccaneer's crew were the first NFL stadium to host Banana Ball. Altman walks us through the rewarding experience and his career in the turf industry in this week's #GroundskeeperChat, here's what you'll hear:  Trey's turf origin story  Banana Ball  The "Off-season"  What challenges Trey is looking forward to this season  A little bit more about our guest... Trey Altman embarked on his journey in the turf industry at Sandhills Community College before spending time on several sides of the industry. Trey has brought his experience in collegiate athletics, parks and rec, minor league baseball, field construction and golf to his position at Raymond James to better the various events, teams and games they host! 

Billy Derrick and Joe Bulovas recap Vandy's 45-3 win over Charleston Southern on Saturday night at FirstBank Stadium. Football coverage presented by Bulovas Wealth Management of Raymond James. If there's one thing we all share, it's that our lives are all unique. At Raymond James, they believe that's worth celebrating. Because financial planning isn't just about numbers and figures, it's about creating the life you envision. So whether you're building a future or preparing for retirement, a Raymond James financial advisor can guide you each step of the way – all while following a plan that's uniquely yours. That's life well planned. To learn more, call financial advisor [Joe Bulovas with Bulovas Wealth Management of Raymond James] at [615-645-6742]. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.

Join Billy Derrick as he previews Saturday's Vanderbilt-Charleston Southern matchup in Nashville, featuring interviews with WR Junior Sherrill, former Vandy kicker Joe Bulovas, CBS Sports' Tom Fornelli, and Charleston Southern TV announcer Justin Biegel. Football coverage presented by Bulovas Wealth Management of Raymond James. If there's one thing we all share, it's that our lives are all unique. At Raymond James, they believe that's worth celebrating. Because financial planning isn't just about numbers and figures, it's about creating the life you envision. So whether you're building a future or preparing for retirement, a Raymond James financial advisor can guide you each step of the way – all while following a plan that's uniquely yours. That's life well planned. To learn more, call financial advisor [Joe Bulovas with Bulovas Wealth Management of Raymond James] at [615-645-6742] — Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.

In this episode of Where Brains Meet Beauty we meet Kevin Kim the Director of Beauty & Personal Care Investment Banking at Raymond James. His career journey didn't begin with balance sheets and deal rooms it began with medicine.As the oldest son of two psychiatrists, Kevin grew up assuming he'd follow in their footsteps. But by late high school, he realized his path needed to be his own. Drawn to a more global career, he pivoted from pre-med aspirations to business, ultimately landing in investment banking.His early years at Houlihan Lokey provided a crash course in analytics and resilience. But financial services M&A, mortgage servicing rights and insurance deals left him craving work that was more dynamic, more connected to culture. That pivot came when he joined boutique bank Financo in New York, where a chance partnership with beauty M&A legend Vinetta Coleridge introduced him to founder-led brands and the artistry of storytelling in finance.From helping Lily Gordon of First Aid Beauty raise early capital, to later selling the brand to P&G, Kevin learned that beauty transactions are never just about numbers, they're about people. Founders bring vision, quirks, and dreams to the table, and he leaned on skills inherited from his psychiatrist parents: listening deeply, decoding motivations, and helping brands show up as their best selves when it matters most.Today at Raymond James, Kevin has worked on more than 25 beauty deals, guiding brands through capital raises, acquisitions, and exits. He and his team specialize in founder-led businesses, translating brand “sparkle” into financial value while advising buyers on how to preserve the magic post-acquisition. His lens is global covering fragrance booms in Paris, K-beauty trends from Seoul, and indie darlings in Sephora aisles.His leadership style reflects the same ethos: hands-on, people-first, and rooted in immersion. New analysts join him on “Sephora field trips,” learning that to advise in beauty, you must love the category, feel the consumer pulse, and respect its nuances.For Kevin the real thrill isn't just closing a deal it's knowing that a beloved brand has a shot at its next chapter, that founder visions are honored, and that beauty continues to evolve as a global language.Thank you to our sponsor Beauty Connect - get 10% off tickets with code WBMB.

Brianne Gardner, Senior Wealth Manager at Velocity Investment Partners, Raymond James, shares her outlook on Canadian & U.S. Large Caps.

In our latest In Basin Observations podcast, DEP hosts Bill Austin and Geoff Jay sit down with John Freeman, Managing Director and Head of Energy Research at Raymond James, to discuss the firm's comprehensive Midland and Delaware Basin deep dive reports. John provides critical insights into inventory life, operator strategy, valuation trends, and evolving productivity across core acreage in the Permian. This episode offers a grounded, data-rich discussion on how capital discipline and resource scarcity are reshaping the competitive landscape in U.S. shale.

Former Cyclone and now Denver Nuggets guard Curtis Jones joins Jake Brend on the CycloneFanatic Summer Series to discuss his new NBA contract, his time in the NBA Summer League and some of his favorite moments in a Cyclone uniform. The Summer Series is brought to you by Fareway Meat & Grocery and Netusil Financial Services by Raymond James. Learn more about your ad choices. Visit megaphone.fm/adchoices

What do you do when the market tells you there's no room for another fund? You tell a better story and carve your niche anyway.In this episode, Stacy sits down with Bob Lind, Co-Founder of Lind Capital Partners, a boutique manager specializing in one of the most overlooked corners of the credit market: non-rated municipal bonds.They dive into how Bob went from selling himself into his first research job to building a firm around a misunderstood asset class and why ditching the pitch helped him find the right investors. They also cover: Why non-rated doesn't mean “junk” (and how Bob spots value where others won't look)The inflection point that sparked the launch of Lind Capital (hint: it involves a friend, a Fidelity broker, and a missed opportunity)How Bob went from BlackRock-comparison pitches to founder-forward storytellingThe power of showing up as yourself and why authenticity wins with allocatorsPlus: how to listen better in meetings, the magic of behavioral discovery questions, and the one Bruce Springsteen song that got Bob through everything.About Bob Lind: Bob is a co-founder of Lind Capital Partners. He has built the firm around his passion for finding opportunities in inefficient markets and providing innovative ways to deliver access to individual investors. With nearly 40 years of experience in the municipal bond market, there is little Bob has not done. Today, he leads the portfolio management team and strategic initiatives for LCP.Prior to founding Lind Capital Partners, Bob managed a $500 million high yield municipal bond portfolio for Deutsche Bank, where he leveraged his prior sell-side experience and institutional relationships. Bob began his career as a municipal analyst at Nuveen before moving into institutional sales and trading at Kemper Securities and Raymond James, where he underwrote, traded and sold municipal bonds.Bob received a BA in History from Kenyon College and an MBA in Finance and Accounting from the University of Chicago. He is a passionate bread baker/pizza maker, feeding and nourishing his 25+ year-old home-grown starter. Outside of the office and the kitchen, he enjoys paddle tennis, golf and telemark skiing.Want More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros.Join Havener Capital's exclusive membership - - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap- - -Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/accelerator

If there's one thing we all share, it's that our lives are all unique. At Raymond James, they believe that's worth celebrating. Because financial planning isn't just about numbers and figures, it's about creating the life you envision. So whether you're building a future or preparing for retirement, a Raymond James financial advisor can guide you each step of the way – all while following a plan that's uniquely yours. That's life well planned. To learn more, call financial advisor [Joe Bulovas with Bulovas Wealth Management of Raymond James] at [615-645-6742]. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.

Bulovas Wealth Management of Raymond James presents our football coverage. Joe enjoys providing superior service by putting his clients first. Raymond James' comprehensive financial planning provides its clients with a truly integrated and tailored approach to wealth management. At the end of the day, they just enjoy working hard for great people. Raymond James, “Life Well Planned." Log onto raymondjames.com/bulovaswealthmanagement for more information.

Our football coverage is presented by Bulovas Wealth Management of Raymond James. Joe enjoys providing superior service by putting his clients first. Raymond James' comprehensive financial planning gives their clients a truly integrated and tailored approach to wealth management. At the end of the day, they just enjoy working hard for great people. Raymond James, “Life Well Planned." Log onto raymondjames.com/bulovaswealthmanagement for more information.

Resources mentioned in this episode:Blog Post: Fee Rebate for FINRA Member FirmsBlog Post: FINRA Forward Initiatives to Support Members, Markets and the Investors They ServeRequest for Comment: Outside Activities Rule—2025-05Rule Proposal: Gifts Rule—2025-003 Subscribe to our show on Apple Podcasts, Google Play and by RSS. Find us: LinkedIn / X / YouTube / Facebook / Instagram / E-mailSubscribe to our show on Apple Podcasts, Google Play and by RSS.

Bulovas Wealth Management of Raymond James presents our football coverage. Joe enjoys providing superior service by putting his clients first. Raymond James' comprehensive financial planning gives their clients a truly integrated and tailored approach to wealth management. At the end of the day, they just enjoy working hard for great people. Raymond James, “Life Well Planned." Log onto raymondjames.com/bulovaswealthmanagement for more information.