Transform your practice: How you may be able to scale your business to the next level

Tues, Nov 27 | 5:00pm-6:00pm ET

With growth on your mind, many financial advisers are searching for a new approach. But how can you run an independent practice while still being armed with support?
 
Join InvestmentNews for a special webcast to explore a new approach Schwab’s independent branch model – which is resonating with advisers from all channels.
 
In this webinar hosted by Matt Ackermann, you'll learn why more entrepreneurs and visionaries are taking a unique approach to independence to help them ramp up and potentially turn their practice into a surging business. 

In this webcast, advisers will learn:
  • How this model that offers Schwab’s brand recognition, a deep bench of support, and technology innovations, may help drive scale  
  • Insights from a financial adviser who has embraced the model 


Panelists
 
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Ron Endsley
Independent Branch Leader
Charles Schwab
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Craig Taucher
Senior Vice President, Independent Branch Services,
Charles Schwab
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Christine A. Baker
Managing Director, Franchise Sales
Charles Schwab


Moderator
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Matt Ackerman
Director of Multimedia
InvestmentNews


Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing. For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by Investments & Wealth Institute®, formerly IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

Please contact us at info_cecredits@investmentnews.com if you have any questions.
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