Headline: Independence lets us set the bar higher.
Liz: I knew that I wanted to be with an RIA. I wanted to be meeting with clients and serving them and really developing those relationships and helping them fulfill their goals and objectives. For me, I don't see any other option than being independent.
[Chyron: Liz Shabaker, Versant Capital Management]
Kelly: It's a pleasure working with Liz. She's really bright, confident and driven. She wants to grow the firm. She wants to take it from a small business to a big business, and that means not just in assets, but in employees, in training, strategic planning.
[Chyron: Kelly Laing, Schwab Advisor Services]
Liz: Schwab is the gold standard in our business. When I'm talking about the gold standard I'm talking about the services that they provide, the processes, the things that they do to make my life easier, to make my firm run more successfully.
Kelly: Her success is my success. I want to be a sounding board for her, be a resource for her, to be there for her whatever that may look like.
Liz: Schwab has supported us from $200 million all the way up to $950 million. They've been there every step of the way.
Holding line: Charles Schwab is proud to support the independent financial advisors who are passionately dedicated to helping people achieve their financial goals.