White Papers Resources from industry thought leaders
Advisor Case Study Series: Insight #1
March 01, 2022 | Schwab Advisor Services
Brad Goodwin’s transition to independence isn’t just a great story to tell, it’s a case study in overcoming fears. He made the leap of faith in one of the most turbulent times possible – and it couldn’t have paid off better for his clients and his firm, San Luis Wealth Advisors. Today, he says he has the control and flexibility to choose the technology and software that will streamline his business, and that his only regret is not making the switch sooner.*
Transitioning business models can be a daunting idea. Doing it in the middle of uncertain times only makes it more intimidating. That’s where Schwab’s Advisor Services team can help. Our goal is to ensure everyone comes out on the other side better equipped for the future.
Brad’s story covers key findings about going independent in today’s world, including:
- What is the tipping point, and whether you should wait until then to make the switch
- How turbulent times could set you up for a successful transition, not a tough climb
- What life is like on the other side of independence
- His advice on why you shouldn’t wait to call Schwab
To read more about Brad’s story and hear his advice on why you should look forward to – not fear – transitioning to the independent RIA model, follow the link below.
Schwab Advisor Services
3000 Schwab Way
Westlake, TX 76262
To read the White Paper, please provide the following information:
By filling out this form, you acknowledge that the data you have provided on this screen will be provided to the sponsor of this white paper Schwab Advisor Services, and Schwab Advisor Services may contact you in the future. You may opt-out of communications from the sponsor at any time.