Michelle Lynch
Seasoned Raymond James leader with over two decades of experience in marketing, practice management, and advisor coaching; known for leading advisor training programs and advocating use of technology and relationship-focused retention strategies.
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Mar 13, 2026 • 33min
224 Retention Isn’t Performance, It’s Trust: Build Relationships, Use AI, and Scale Your Advisor Capacity with Michelle Lynch
Michelle Lynch, a Raymond James leader with 20+ years in marketing, practice management, and advisor coaching. She discusses building trust through personal connections. She covers using AI to reclaim advisor time. She explains scaling teams with clear roles and practical templates. She highlights training advisors on core planning skills and engaging the next generation to secure lasting relationships.
