Advisor Services

To expand the menu panel use the down arrow key. Use Tab to navigate through submenu items.

Elyn Davis: Simplifying the transition

Submitted by kristin.mccasland on October 9, 2019

Elyn Davis
Managing Director, Transition Consultant, Schwab Advisor Services

Many advisors will say verbatim, 'We don't know what we don't know.' And that's where our experience comes in.


Your guides to independence.

How do you go independent?


My role as a transition consultant and that of my team is to really break down what can be a complex and an anxiety-ridden process, and really simplify it for them.


The fear of clients not moving with an advisor is…is a very big concern, and… and rightly so, but what we find is they have very, very high success rate.  And they consider us a SWAT team. We come in, we deploy, you know, we really dig in deep and…and we work those long hours, along with the advisors.

Brian Jack

Managing Director, Pinnacle Peak Private Client Group

They really are right there holding your hand through that entire process, right down to, 'Are you ready with the resignation letter?  Is it all printed out? Are you ready to go?'


It's a great feeling to see advisors reach their goals. We've had experiences where advisors are tearing up. They're just so happy that they've finally done it, it's been successful, and they just really appreciate all of the…the help and support that we've provided along the way.


I help advisors realize their dreams.


advisorservices.schwab.com/GetAnswers

Disclosures
The information included in this video is intended to be general and is subject to change.

Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

The RIAs (Registered Investment Advisors) and their representatives use Schwab for custody, trading, and operational support.

The above-mentioned firm and its employees are not affiliated with or employees of Schwab.  The mention of these third parties should not be construed as a recommendation, endorsement of, or sponsorship by Schwab.  You must decide whether to hire any firm and the appropriateness of its services for you or your firm.  Schwab does not supervise third-party firms and takes no responsibility to monitor the services they provide to you.

©2016 Charles Schwab & Co., Inc. (“Schwab”).  All rights reserved.  Member SIPC (www.sipc.org).  Schwab Advisor Services™ includes the custody, trading, and support services of Schwab. AHA (0416-ERJ8)

Show Social Media
On
Show
Hide
Include in Schwab Investing Insights email alerts
Yes
(1019-9VXL)