Creating Your Own Formula for the Modern Office

The independent Registered Investment Advisor (RIA) model is not one-size-fits-all. It's an invitation to build something incredibly unique: a firm that's all your own and ready for the future.

As the world slowly emerges from the challenges that began in 2020, control and flexibility feel more important than ever. These two things, elusive to so many during the pandemic, have always been trademarks of the independent advisor model.

Our latest white paper reveals how advisors can tap the creative potential of the RIA model to thrive in this new era of work life. It defines a new breed of advisory firms—Modern Offices—that lean on tech to empower their people.

In Creating Your Own Formula for the Modern Office, you'll discover:

  • How firms select and adopt state-of-the-art technologies to simplify their workdays
  • Which new models for work suit advisors' shifting needs and preferences
  • Why and how firms are prioritizing company culture now
  • Practical examples of firms upgrading client service models to gain an edge
A tablet shows the cover of the Modern Office white paper.

Complete this form to download the white paper

This form helps us connect you with the right people to answer any questions you have about making the move to independence. We'll also send you insights from Schwab Advisor Services™.


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