SPEAKER 1: The RIA space was compelling to us because we felt like we were building something.
SPEAKER 2: You just know that this is something that you're creating.
You become a firm where you are an advocate for your client.
SPEAKER 1: We have no constraints because we have ownership.
And to be able to control every aspect of the business was extremely compelling to us.
SPEAKER 3: Everybody at every level of the firm is focused on client service.
SPEAKER 2: All you need is an entrepreneurial spirit. The rest of it will come.
SPEAKER 1: And I have more time to do the things that I want to do.
SPEAKER 4: Yeah, I think helping people feels good, right?
Disclosures
Ross Singletary, Hank McLarty, Robert Amato and Beau Davis are clients of Schwab and were not compensated for their comments. The experience described may not be the experience of all clients and is not a guarantee of future performance or success.
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