Laurie: When we made the transition in 2015, one hundred percent of our clients moved over with us. Schwab was so professional with the whole transition process.
Schwab Advisor Services
Ryan: My job as a transition consultant is to bring in any and all internal and external resources that an advisor may need.
Laurie: Because there are questions no matter how prepared you are. There's still questions in everything that comes up.
Ryan: Her and -- I should say her staff, too -- they're all genuine, nice people. They're willing to help. They believe in what they do and, you know, that just really lines up with what I'm all about and what I think Schwab is all about.
Laurie: It was so nice to be able to go to our clients and say, "here's where we're moving to. Here's why it's better. Let me count the ways." We had about $45 million in assets under management. Now we're at $110 million. Our referrals increased dramatically once we made the move to Schwab.
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The views expressed are for general information purposes only and are not intended to be a substitute for specific individualized legal or compliance advice. Where specific advice is necessary or appropriate, Schwab recommends consultation with a professional. Examples described are for illustrative purposes only and do not represent a guarantee of future performance or success and may not be representative of your experience.