Raymond James Won $863M In Three Days. The Teams Were Not Buying The Same Model.
Raymond James added $863M from RBC, Wells Fargo and Thrivent in three days, using different channels to attract three very different practices.
Raymond James And Wells Fargo Won $3.5B. Both Teams Were Buying Capability.
Raymond James and Wells Fargo recruited teams managing $1.8B and $1.7B as large practices compete for deeper UHNW and business-owner capabilities.