Charles Schwab – Advisor Case Studies
Content marketing | AHA (now FINN)
- Content writing
It isn’t always easy to persuade financial advisors to go fully independent, but that’s what Charles Schwab Advisor Services needs to do. And one of the ways to do this may initially sound counterintuitive: don’t make it about the money.
Yes, even people who live and breathe money for their jobs have things that matter more to them: family, health, time, and taking a values-based approach to your work. Financial freedom isn’t the only type of freedom that independence can create. This case study series, built from interviews with registered independent advisors, spoke to all the ways independence can lead to a better life.
