Why they made the move

Submitted by kristin.mccasland on September 5, 2019

[Embrace life as an RIA.]
[Charles Schwab]
[Own your tomorrow™]

[Three Atlanta advisors took control of their futures.]

MAN1: The RIA space was compelling to us because we felt like we were building something.

[They dreamed big and chose independence.]

MAN2: You just know that this is something that you’re creating.  You become a firm where you’re an advocate for your client.

[They found freedom in the RIA model.]

MAN1:  We have no constraints because we have ownership, and to be able to control every aspect of the business was extremely compelling to us.

[Now they decide what really matters.]

MAN 3: Everybody at every level of the firm is focused on client service.

MAN2:  All you need is an entrepreneurial spirit. The rest of it will come.

MAN4:  And I have more time to do the things that I want to do.

MAN5:  Yeah, I think helping people feels good, right?

[Charles Schwab]
[Own your tomorrow™]

[Explore independence.

[Charles Schwab
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