White Papers Resources from industry thought leaders

White Paper: Creating Your Own Formula for the Modern Office

March 31, 2022 | Schwab Advisor Services

The investment advisory industry took a leap forward when, decades ago, the first advisors broke away to forge their own Registered Investment Advisory (RIA) firms. Today, the ability to act with complete freedom and make decisions in the best interest of one’s clients is a defining feature of the independent model. And it’s giving rise to a new generation of firms called “modern offices.” They’re leveraging technology, reimagined workspaces, and more to serve clients better, anticipate their needs, save time, and hyper-personalize services.

How do you begin to build your modern office? Start by studying how Schwab Advisor Services has helped others do just that.

Get a look at the modern office and what it takes to build one, including:

  • How firms select and adopt state-of-the-art technologies to simplify their workdays
  • Which new models for work suit advisors’ shifting needs and preferences
  • Why and how firms are now prioritizing company culture
  • Practical examples of firms upgrading client service models to gain an edge

To read more about solving for the future of work through the independent RIA model, follow the link below.

Schwab Advisor Services
3000 Schwab Way
Westlake, TX 76262

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