RayJay CEO: ‘Zoom Rooms’ in the Works; Branch Redesign Up Next

June 1, 2021 by Rita Raagas De Ramos

The pandemic has changed how clients expect to interact with their advisors, and that means firms like Raymond James need to switch up their office plans, too, according to CEO Paul Reilly.

“Certainly, face-to-face is important. But for a lot of clients, they don’t want a face-to face meeting every time,” he said yesterday at the Securities Industry and Financial Markets Association’s Private Client Virtual Conference. “And so, we’ve got to have offices that suit that,” he said.

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Originally Posted at Financial Advisor IQ on May 27, 2021 by Rita Raagas De Ramos.