James Fields

To be an entrepreneur in the financial advisory business, you have to be independent. It gives us a lot more control; it gives us control in every aspect of our business. It gives us control over how we market, how we report, how we speak to clients. To be fully independent allows you to have the client centricity that we all talk about but allows it to be real. Schwab has helped in almost every aspect of that. We're the client, but I never feel, when I'm speaking to someone at Schwab, that they are thinking of any other business except our business.