Kristen L O'Brien
@KristenOBrienCS
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Senior Relationship Manager, Schwab Advisor Services About me: https://t.co/s5CFnX3zd2 See disclosures in website link below.
Cincinnati, OH
Joined April 2017
in celebration of #pridemonth2023, we had a terrific time marching with our fellow #Schwabbies during the Indy Pride parade last Saturday. It was so great to see all of the support and love for individuals to be their true selves! @BrialWissmanCS ,… https://t.co/CC2Ee4T6EU
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in celebration of #pridemonth2023, we had a terrific time marching with our fellow #Schwabbies during the Indy Pride parade last Saturday. It was so great to see all of the support and love for...
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Are interest rates peaking or just pausing for now? And is the global jobs market shifting from shortages to gluts? Join Schwab’s chief investment strategists on June 13 for breaking insights on the markets and U.S. economy. Attend live for CFP or CIMA CE. https://t.co/HdTx2epK4F
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Working with colleagues from different professional backgrounds is one of my favorite parts of this industry. RIAConnect®️ helped this career changer match up with the perfect #RIA firm to start her journey as a financial advisor. https://t.co/dnPmBDQEdb
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Can longer-term bonds expect better sailing later this year? Use Schwab Asset Management’s client-approved chart to strike up a conversation about the potential opportunity. https://t.co/INeIq4j1Bu
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What’s the buzz on Capitol Hill? Get the details on debt ceiling talks and more in our recent #RIA Washington Watch article: https://t.co/AsNSmsoCqA
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Looking to reach more clients while serving an under-represented group? Get new ideas to attract women clients with Schwab Asset Management’s advisor guide. https://t.co/3Sw7Is46kE
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The IAOS study offers perspectives for growing #RIA Firms. This article takes it a step further by providing details of cultural cues taken from the data. https://t.co/uCH2lZiQXr
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My colleagues and I enjoyed our recent visit to Fort Pitt Capital Group to provide #training and resources. #Schwab's #digital tools help our #RIAs create more efficient workflows and provide outstanding client experiences. Mike Blehar Francesca Leverich… https://t.co/CNULvDqu7J
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In case you missed it – Jake Gilliam, Managing Director supporting Schwab Asset Management, joined #Nasdaq #TradeTalks to discuss Schwab Model Portfolios, how they compare to others, and what’s next. https://t.co/3SRSHlDZv4
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Is inflation cooling? Is the end in sight for rate hikes? Join Schwab’s chief investment strategists May 2 for breaking insights on the markets and U.S. economy. Register and submit your questions today! Live attendance qualifies for CFP or CIMA CE. https://t.co/HdTx2epK4F
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What’s trending in your future? Take our retirement quiz to find out what kind of life you’ll lead in your golden years and how to plan accordingly. https://t.co/GGWYZyHFff
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If you’ve got income-seeking clients, I’ve got you covered. Schwab Asset Management™️ offers a range of potential solutions that are worth a closer look. https://t.co/6Gnm9wwpws
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Spending more time on big impact items – my favorite use case for artificial intelligence. What could AI help with in your daily tasks? https://t.co/cCLjCJ8h6u
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Excited for tax season to come to a close? Me too, but charitable efforts don't have to stop after filing. Here's 12 tax-smart giving tips for 2023: https://t.co/uTPaksshbo
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The #RIA Talent Advantage Scholarship application is open! Apply or share now: https://t.co/XoVwxQOkz2
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Recent events in the banking world may be confusing or concerning. Learn more about how your assets at Charles Schwab Corporation are protected. https://t.co/7bIbZDSxBX
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In case you missed it, CEO Walt Bettinger recently appeared on CNBC's The Exchange to discuss market conditions and SVB:
aboutschwab.com
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Are your clients trying to convince themselves of a specific economic outcome? Confirmation bias may be to blame. Learn about potential strategies and investment solutions from behavioral finance expert, Omar Aguilar, PhD: https://t.co/cttx7zS2oZ
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Tax season isn't my favorite topic, but when it can be used to maximize the impact of charitable efforts it's much more exciting. Use these two tax-smart tips when helping your clients give with an IRA. https://t.co/mMhBDVqpVw
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We wouldn’t be the company we are today without the different perspectives, experiences, and knowledge of the people that make it all happen. Diversity is at our heart—every day of the year. #CelebrateDiversityMonth #SchwabLife
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