business consulting services - schwab …（商业咨询服务-施瓦布u2026）.pdf

BUSINESS CONSULTING SERVICES Comprehensive practice management solutions for independent investment advisors Insights, tools and resources to help you Accelerate Your Growth, Scale Your Business and Elevate Your Service Model INDEPENDENT ADVISORS continue to strive for long-term growth by investing strategically in their businesses. Based on Schwab’s 2009 Registered Investment Advisor (RIA) Benchmarking Study, 84 percent of firms plan to grow aggressively or moderately over the next five years. Despite this overall confidence, 82 percent of firms see at least one potential barrier to growth.1 Successful advisory firms trust nothing to chance. They construct and implement carefully thought-out plans for their practices with a view to generating maximum value for themselves and their clients. Do you feel confident that your business plan can take you to the next level? Do you have a strategy in place for accelerating your growth? How will you scale your firm for growth? What steps should you take to elevate your service model? DRIVINg cONTINuED SuccESS To empower advisors to address these challenges, Schwab created Business Consulting Services, a comprehensive practice management platform that draws on more than two decades of experience working with some 6,000 advisors. Through one-on-one support, robust online resources and industry events, we help advisors turn their successful practices into sustainable businesses. AccElERATE Building a strong foundation for growth remains a top priority for successful firms. We can help yOuR gROwTh you differentiate your firm, imple