« Back to Webcasts Index

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

webcast 2018-11-27

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.

Register Now

Date: Tuesday, November 27, 2018

Time: 5-6 PM ET

In this webcast, advisers will learn:

  1. How this model that offers Schwab’s brand recognition, a deep bench of support, and technology innovations, may help drive scale
  2. Insights from a financial adviser who has embraced the model

Sponsored by:

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.

For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.

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

Upcoming Events

No events listed at this time


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.