White Papers Resources from industry thought leaders
Advisor Case Study: Finding The Right Custodian
March 03, 2022 | Schwab Advisor Services
Tyler Boon had been running a successful independent firm since 2018. So why did he decide to make a big change in the middle of the pandemic? It started with the realization that he needed a more tech-forward partner – one that shares his passion for putting clients first – to give his clients the highest level of support in this new environment. He took a bold leap, and now his clients and team are benefitting from Schwab’s digital tools and expert guidance.
Could making a change bring new opportunities to you and your clients? There has never been a better time to find out. At Schwab Advisor Services, we’re dedicated to helping advisors like you build your business your way.
Get Tyler’s tips for assessing a custodian’s culture and offerings, including:
- How to recognize forks in the road, and what to do when you come to one
- How to make the switch, even in turbulent times
- How self-serve tech provides unexpected benefits
- How to leverage the expertise of your custodian
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