Pioneers of the Schwab franchise model: a lookback on the journey to 100 franchise branches

For financial advisors seeking a fresh approach to scaling their practice, the Schwab franchise model offers a powerful combination of independence and support. Backed by Schwab’s trusted name, cutting-edge resources, and industry-leading infrastructure, this model empowers advisors to grow their businesses in ways traditional frameworks simply can't match. If you’ve ever considered expanding into new markets or transforming your practice, this webinar will provide the insights you need.

Greg Grooms and Scott Parker, both seasoned advisors with over 30 years of experience, found themselves at a crossroads when it came to evolving their businesses. For them, the Schwab franchise model wasn’t just an option—it was the key to staying relevant in a rapidly changing financial landscape. After building successful careers, they recognized that the traditional models were no longer enough to meet growing client expectations.

During this webinar, you’ll hear firsthand from Grooms and Parker about their transition to Schwab’s franchise model and the impact it had on their practices. From scaling their businesses to managing billions in assets, they’ll share how Schwab’s client-centric approach and flexible structure allowed them to thrive.

What you’ll gain from this session:

• A detailed overview of what sets Schwab’s franchise model apart from traditional financial services frameworks.
• Insights from Grooms and Parker on how they transitioned to Schwab’s model and scaled their practices.
•  The benefits of Schwab’s revenue-sharing structure and how it offers a unique advantage for financial advisors.
• Practical lessons learned from Grooms and Parker’s journeys, including what they wish they had known at the start.
• Why Schwab’s model could be the ideal fit for ambitious financial advisors seeking to grow with a focus on client needs.

This isn’t just about following a trend—it’s about learning how to build a practice that’s future-ready, supported by one of the most trusted names in the industry. Don’t miss the chance to hear directly from the trailblazers of Schwab’s franchise model and get the insights you need to make your next move. Register today!

Franchise owners are not employees of Charles Schwab & Co. and are not compensated for their comments.

Statements made by franchise owners are their own and may not be representative of the experience of others. They are not indicative of future performance or success and come strictly from the franchise owner's direct experiences.

This advertising, and the franchise sales information within it, is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. Currently, the following states regulate the offer and sale of franchises: California, Hawaii, Illinois, Indiana, Maryland, Michigan, Minnesota, New York, North Dakota, Oregon, Rhode Island, South Dakota, Virginia, Washington and Wisconsin. If you are a resident of one of these states, or if you wish to operate a franchise in one of these states, we will not offer you a franchise unless and until we have complied with any applicable pre-sale registration and disclosure requirements in that state.

MN registration number: F-6699

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