New National Ad Campaign from Schwab Advisor Services Highlights Success of Independent Advisors & the Importance of Custodia...
April 24 2017 - 3:00PM
Business Wire
Schwab Advisor Services today announced the launch of a new
phase of its national advertising campaign that tells the success
stories of independent advisors. The new campaign features advisors
from a diverse array of firms sharing stories of their firms’
growth and evolution against the backdrop of their relationship
with Schwab. The campaign debuted this month in print media and on
digital properties, along with a complementing component of thought
leadership material, case studies, and actionable resources for
advisors who are considering independence.
This Smart News Release features multimedia.
View the full release here:
http://www.businesswire.com/news/home/20170424006303/en/
Schwab Advisor Services print ad
(Graphic: Business Wire)
“High-net-worth investors understand and value the benefits of
customized, fiduciary advice, and there has never been a better
time for advisors to consider going independent,” said Bernie
Clark, executive vice president and head of Schwab Advisor
Services. “Independent advisors are the growth story in the
advice industry today. As Schwab has done for the past three
decades, we will continue to champion their growth as new
generations come to demand the advice, service, and solutions that
independent advisors can deliver.”
The new phase of the campaign builds on Schwab’s “My
Independence Day” ads, which launched in 2014, by continuing to
celebrate independent advisors and their personal success stories.
The new campaign explores considerations and opportunities
associated with going independent and shows how Schwab supports
advisors as they make the transition and ultimately build enduring
businesses.
“We are passionate about the independent advice industry and its
practitioners,” said Susan Forman, senior vice president and
head of marketing for Schwab Advisor Services. “Advisors are
the focus of our advertising because it’s about their stories,
their journeys to independence, and the work they do for their
clients that inspires us and the work that we do as the largest
custodian in the industry. Every day, they make a difference in the
industry and for investors and we celebrate that, while also
inviting more advisors and teams to consider independence.”
Among the advisors featured in the campaign is Kent Skornia,
president and CEO of Krilogy Financial, who shared a personal
perspective about how his firm has developed. “After launching our
independent practice, we have grown from $19 million to $700
million in assets under management,” he said. “Our growth has been
powered by our financial planning, investment management, and
client service approach as well as our strategic relationship with
Schwab that has enabled us to build a business that can effectively
compete and grow.”
Schwab Advisor Services also continues the national campaign it
launched last year to advocate directly for independent advisors
and raise awareness of the benefits of independent advice among
high-net-worth investors. The campaign includes print and digital
media as well as an Independent Advisor Learning Center that allows
investors to learn more about the independent advice model and
connect directly with independent advisors in their region through
a mobile-enhanced directory.
To learn more about the campaign, visit
advisorservices.schwab.com.
Disclosures
Through its operating subsidiaries, The Charles Schwab
Corporation (NYSE: SCHW) provides a full range of securities
brokerage, banking, money management and financial advisory
services to individual investors and independent investment
advisors. Its broker-dealer subsidiary, Charles Schwab & Co.,
Inc. (member SIPC, www.sipc.org), and affiliates offer a complete
range of investment services and products including an extensive
selection of mutual funds; financial planning and investment
advice; retirement plan and equity compensation plan services;
compliance and trade monitoring solutions; referrals to independent
fee-based investment advisors; and custodial, operational and
trading support for independent, fee-based investment advisors
through Schwab Advisor Services. Its banking subsidiary, Charles
Schwab Bank (member FDIC and an Equal Housing Lender), provides
banking and lending services and products. More information is
available at www.schwab.com and www.aboutschwab.com.
Brokerage Products: Not FDIC Insured • No Bank Guarantee •
May Lose Value
Schwab Advisor Services™ serves independent investment advisors
and includes the custody, trading, and support of Charles Schwab
& Co., Inc., (“Schwab”)
Independent investment advisors are not owned by, affiliated
with or supervised by Schwab.
[0417-YDB2]
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version on businesswire.com: http://www.businesswire.com/news/home/20170424006303/en/
Schwab Corporate Public RelationsRob Farmer,
415-667-0083rob.farmer@schwab.comorThe Neibart GroupMayrav Weiss,
718-801-8864sas@neibartgroup.com
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