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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.

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