Mapping your journey to modern independence
You have questions about becoming an independent Registered Investment Advisor (RIA)—but are you asking the right ones? While we don't promise to have all the answers, the strategic framework that we unveil in our new white paper can help you better understand your goals and make decisions to help achieve them.
Clarify your vision for your future firm
In our new white paper, Mapping Your Journey to Modern Independence, we reveal an approach that's designed to help you cut through complexity and gain momentum toward independence. Based on decades of experience, we've synthesized some of the biggest considerations when going independent into four dimensions that you can use to guide your decisions: control, infrastructure, economics, and community.
In Mapping Your Journey to Modern Independence, you'll explore:
- How each dimension of modern independence can help you imagine your future firm
- How our team of Schwab professionals can help you dig deeper into each lens and organize your decisions
- Real stories and perspectives from advisors who went independent on their own terms
- The five paths into the independent RIA model, which go beyond starting your own firm
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™.