Embrace life as an RIA

Submitted by kristin.mccasland on October 2, 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.
advisorservices.schwab.com/DreamBig]

[Charles Schwab
Important Disclosures

Meant for institutional audiences.

The information included in this video is intended to be general and is subject to change.

Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

The RIAs (registered investment advisors) and their representatives use Schwab for custody, trading, and operational support.

The above-mentioned firm and their employees are not affiliated with or employees of Schwab.  The mention of these third parties should not be construed as a recommendation, endorsement of, or sponsorship by Schwab.  You must decide whether to hire any firm and the appropriateness of their services for you or your firm. Schwab does not supervise third-party firms and takes no responsibility to monitor the services they provide to you.  

The views expressed are those of the third party.  Experiences expressed are no guarantee of future performance or success and may not be representative of your experience. Schwab makes no representation about the accuracy of the information or its appropriateness for any given situation.  Past performance is not an indicator of future results.  Some of the statements have been edited.

©2014 Charles Schwab & Co., Inc. (“Schwab”).  All rights reserved.  Member SIPC (www.sipc.org). Schwab Advisor Services™ includes the custody, trading, and support services of Schwab.

AHA (0414-2647) 04/14]
 

Dream big and take control of your future.

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