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

This webcast aired on Nov 27 and is now available on demand

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 

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

Matt Ackerman
Director of Multimedia

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 if you have any questions.
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