2017 Schwab IMPACT
November 16, 2017 | Runtime: 5:14
The CEO of United Capital explains why advisers should have a strong presence on smartphones, make the most of video capabilities and go "bionic" to free themselves from time-consuming chores.
November 17, 2017 | Runtime: 4:50
Lex Sokolin, a futurist and entrepreneur focused on the next generation of financial services, explains why every financial adviser should pay attention to blockchain and so-called cryptocurrencies.
November 19, 2017 | Runtime: 2:00
Tom Florence, CEO of 361 Capital, discusses growing investor complacency and why he thinks overconfidence might be creeping into adviser and investor decision making.
November 19, 2017 | Runtime: 2:10
How can the next generation position themselves for success in the industry? Our student correspondent from Texas Tech, speaks with Bernie Clark to find out.
January 03, 2018 | Runtime: 2:28
The advice industry is in a hiring mode. Were giving students at Schwab IMPACT the opportunity to give us their elevator pitches.
November 16, 2017 | Runtime: 5:15
Advisers expect a lot more from their technology and that begins with a great client experience. Rich Cancro of AdvisorEngine discusses how an elegant technology platform can help an adviser to stand out to clients, prospects, and future employees.
November 15, 2017 | Runtime: 2:11
Lisa Salvi of Schwab Advisor Services discuss the strong student presence at IMPACT 2017 and why developing the next generation is so critical for firms moving forward.
November 16, 2017 | Runtime: 4:19
Dave DeVoe answers pressing questions about the M&A space and whether or not he believes the roll ups will get rolled.
November 16, 2017 | Runtime: 2:29
Schwab Advisor Services is proud to be out in front on behalf of the industry using national television as a channel for raising awareness of independent financial advisers. Hear directly from Susan Forman on what's working.
November 16, 2017 | Runtime: 3:49
Leslie Tabor is a firm believer that women bring tremendous value to the industry, but there's still work to be done to attract them to financial services.