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.
Date: Tuesday, November 27, 2018
Time: 5-6 PM ET
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
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 firstname.lastname@example.org if you have any questions.