Stories of Independence: How Berkeley Capital Partners is growing its business

Submitted by Marc.Jones on July 25, 2018

[GRAPHIC] Stories of Independence

[GRAPHIC] How Berkeley Capital Partners is growing its business

Being independent really allowed me to focus on the business. Number one, doing what’s right for the client, but number two, being able to grow Berkeley as a company.

It is a matter of me growing my business the way that I think is the best way to do it.

We’ve been able to win a lot of business. And a lot of it comes because we have more flexibility, we have more flexibility on pricing, we have more flexibility on what services we provide, and what technology we use. And our clients have really responded well, so the business is growing.

We’ve had a lot of positive feedback from potential clients and current clients.

Our business grows when our clients are happy.

Since we’ve gone independent, our firm has experienced the best growth rate in our history.


Information included during this video is intended to be an overview and is subject to change. Experiences expressed by advisors may not be representative of the experience of other advisors and are not a guarantee of future success. Berkeley Capital Partners is not owned by of affiliated with Schwab, and its personnel are not employees or agents of Schwab. This video is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Schwab does not supervise third-party firms and takes no responsibility to monitor the services they provide to you. Experiences expressed are no guarantee of future performance or success and may not be representative of your experience. Schwab does not provide legal, regulatory or compliance advisor. Consult professionals in these fields to address your specific circumstance. Schwab Advisor ServicesTM serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned by, affiliated with or supervised by Schwab.

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