We knew we wanted to get out of the wirehouse. That was easy. The harder part was where you land.
One of the biggest reasons that we went independent was we wanted to be able to say, it is clear who we work for. We work for the clients.
We're gonna be great advisors to our clients today, but we're also gonna think about their future.
We considered joining another firm. We also considered structuring our own. Schwab gave us the opportunity to ask some of those questions of people who had done both. We couldn't have done it without the help of Schwab.