Video: Fast Forward
Fast Forward

Fast forward

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As an independent Registered Investment Advisor (RIA), you can move forward faster. See how Chris Baker, principal of Baker & Associates in Irvine, California, grew her business and created the life she wanted by embracing the RIA model.

Watch the whole series

  • Video: IBD Plan Your Move

    Plan Your Move

    Map a route that meets your goals and timeline.

  • IBD Convert Your Account

    Convert Your Accounts

    Make a swift and seamless conversion of client accounts.

  • Video: Strengthen your practice

    Strengthen Your Practice

    Propel your business into the future.

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This video is produced by Charles Schwab & Co., Inc. and is intended solely for investment professionals. The presentation is for general informational purposes only and is not intended to provide specific financial, compliance, regulatory, or legal advice. For further information, contact professionals in their respective fields for assistance. Third-party speakers and their firms are not affiliated with or employees of Schwab.

Experiences expressed are no guarantee of future performance or success, and they may not be representative of your experience.

The above-mentioned firms and their employees are not affiliated with or employees of Schwab unless otherwise noted. They should not be construed as a recommendation, endorsement of, or sponsorship by Schwab. The views expressed are those of the third party and are provided for informational purposes only.

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