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.
“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]
