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VIDEO: The Sophisticated Strategist

Dan Kraus of Raymond James & Associates helps his complex of advisors devise a holistic approach to the estate planning, tax needs and investment goals of each wealthy client that they serve in southeast Florida.

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Growing Your Firm

Date: May 23, 2012 Watch this Video >>
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How Advisors Can Effectively Use Video to Expand Their Business

Date: May 21, 2012 Watch this Video >>
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NAPFA's Changing of the Guard (Part 2)

Date: May 17, 2012 Watch this Video >>
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NAPFA’s Changing of the Guard (Part 1)

Date: May 16, 2012 Watch this Video >>
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Making the Pitch to Advisors

Date: May 15, 2012 Watch this Video >>
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The Initial Technology Needs of Independent Advisors

Date: May 8, 2012 Watch this Video >>