Schwab Advisor Services

RIA Talent Advantage®

Program Overview

Registered Independent Advisory firms are experiencing a strong growth trajectory, making the need to scale and grow efficiently more important than ever. Recruiting and retaining the right talent will help power that growth.

But competition for high-performing talent is tight—and you may have many demands on your time. RIA Talent Advantage® is a comprehensive offering to help you enhance your recruiting, hiring, talent development, and retention strategies.

About The Talent Advantage Program

The Talent Advantage Program offers support in three key areas:

For advisors to really drive growth in the future, they will need a more diverse talent pool of advisors to meet the demands of changing client demographics.

Bernie Clark, Managing Director, Head of Advisor Services

Establishing a firm's legacy through a cycle of opportunity

Learn about creating a cycle of opportunity to attract, develop, and retain top talent.

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(0425-D694)

The RIA Talent Advantage® Program supports advisors with tools, resources, and networking opportunities to attract, develop, and retain diverse talent to serve investors.

This material is for institutional investor use only. This material may not be forwarded or made available, in part or in whole, to any party that is not an institutional investor. For general informational and educational purposes only.

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