W&F November 2017

www.wealthandfinance-news.com 24 Wealth & Finance International - November 2017 At Westside Wealth Management of Raymond James, the team strives to work diligently at refining its process to ensure the company stays at the forefront of issues that matter to clients, issues pertinent to the management of client portfolios, planning for their future, and of the ever changing financial industry. Seth explains a bit more about his team and the clients he works with. “Throughout the industry, our team offers the extensive reach and resources of Raymond James and uses the firm’s client centric research to focus our efforts on our professional perspectives in portfolio management and planning. Our client base runs the gamut from high net worth individuals to institutions that all desire the highest levels of fiduciary prudence in asset management for their investable assets and planning.” Outlining the firm’s overall mission statement, Seth notes that the mission statement is viewed as a living document which details who the company is and what they do. Seth and the team believe the mission is clear and concise and should speak for itself with no further explanation. “Concentrate our attention and resources on providing superior service to professional clients in the fields of: asset management, risk management, financial planning and private banking. “Strive to achieve superior performance by providing our clients with high-value added products and services which reflect their innovation, uniqueness and excellence. “Focus our business development in areas that help meet the ever changing needs of our clients wherein we believe we can provide a distinct advantage, rather than repeating what others have already done well. “Maintain an entrepreneurial environment and provide strong personal and financial incentives that will enable our team to attract and hold a talented team of professionals. “Conduct our business with the highest professional and ethical standards.” After laying out the team’s mission statement, Seth tells us what differentiates the business from that of its competitors, making it clear that Westside Wealth Management of Raymond James is the best possible option for clients. “At Westside Wealth Management of Raymond James, it is our extensive history and experience with fiduciary level work on behalf of our clients, our persistent research efforts, our understanding of risk management and implementation of those techniques that sets our organization apart. It is important to note that Raymond James was founded by investment advisors for investment Westside Wealth Management of Raymond James is a team operating within Raymond James. Seth Radow, Managing Director, Sr. Vice President – Investments and Sr. Portfolio Manager, gives us an in-depth review of the company and its success, as it features as Most Respected Wealth Management Firm of the Year, 2017 in our Global Excellence Awards. Most Respected Wealth Management Firm of the Year 2017 1708WF09 advisors to best serve their clients. Unlike some of our largest competitors, we were not founded by an investment bank that built a sales force to sell its investment products to their clients. That is a rather significant difference and it is that culture that permeates all that we do at our firm and on our team.” Discovering more about the company, Seth tells us what the internal culture is within Westside Wealth Management of Raymond James, and what steps the team take in order to cultivate this, ensuring all staff are working towards the same goals. “Within Raymond James, the culture was cultivated long ago. This is a place for advisors who believe and understand that their clients’ best interests are their own best interests. At Westside Wealth Management of Raymond James, we believe this truth to be self-evident. We live, eat and breathe by our commitment to our clients each and every day. Every action we take, every recommendation we make is with the understanding that it must be for the beneficial interest of each and every client. As each day begins, our team asks ourselves a very simple set of questions: Who can we help today and how can we help make their lives better?” Regarding what the future holds for Westside Wealth Management of Raymond James, Seth signs off by predicting what specific projects the company has lined up, alluding to continuous growth within the company, as well as hinting at expansion, both internally and externally. “Moving forward, the future of our team is continued growth. We intend to grow our team, adding new client relationships and new partners. Also, we strive to grow our intellectual capital “Maintain an entrepreneurial environment and provide strong personal and financial incentives that will enable our team to attract and hold a talented team of professionals.”