Carlos at a Raymond James Practice Intelligence Workshop
Braves…. A report from Santa Fe
I accepted an invitation to attend a Raymond James’ Practice Intelligence workshop in Santa Fe, Pattie joined
me, we extended the trip, we like Santa Fe. Just to make this clear, RJ picked up a couple of nights at the hotel,
one dinner and daytime meals. All else was paid by Windsor Wealth. This was not a party but rather a peer group
and subject-matter-expert conference: we worked to get better at what we do, and it was worth every minute.
I made some new friends in Alaska, Utah, Michigan, and Maryland. We may be hosting an estate planning
session for pets: one of the advisors at our table planned on 50 folks attending and was a little surprised when
over 200 signed-up. Maybe, that’s just Alaska.
I was fortunate to have a lot of face to face time with Jodi Perry the new President of Raymond James Financial
Services, our past regional director; I consider her a friend. She is traveling throughout the country meeting
as many branches as possible learning about the folks she’s responsible for helping, her words, and advocating
our culture to all: nice, encouraging, important, and the mark of a leader – we are fortunate to have her lead
About culture: we feel blessed to be affiliated with Raymond James which spouses a culture, like ours, placing
the client at the center of what we do.
Santa Fe has a unique culture; it was founded by the Spanish, the oldest church in the USA is there (circa 1610-
28), San Miguel Chapel founded by Franciscan friars and built by Mexican Indians from Tlaxcala. It has deep
roots in the Pueblos that surround it so much so that many of the folks you run into on a daily basis are
indigenous to our land. Also, many of its citizens are of Spanish descent, and their families have
continued to live there since their ancestor’s arrivals in the late fifteen hundred.
But, what struck us, and moved us, was the commitment by the young to the Pueblo culture….
These were not the elders.
When I spoke to the kids, they stated they did this of their own
volition, without conditions or expected rewards: Simply, to
continue the tradition and for the purity of the culture.
Hopi, Zuni, Navajo, and Pueblo.
I told them I was going to write about them,
so they posed for me. The braves indeed….
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The preceding information has been obtained from sources considered to be reliable, but we do not guarantee that it is
accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does
not constitute a recommendation. Any opinions are those of Carlos Dominguez and not necessarily those of Raymond
James. All opinions are as of this date and are subject to change without notice. Investing always involves risk. There is
no assurance that any investment strategy will be successful.