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

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 g