Curious about midterm elections and potential 2023 policy agendas? Join Schwab Market Talk 11/15 with Washington expert, Michael Townsend, Managing Director of Legislative and Regulatory Affairs. Register and submit questions today. Live attendance qualifies for CFP or CIMA CE.

Need a quick take or extra perspective on the markets? I can totally understand that – this page is updated with insights for an #RIA audience: https://t.co/ZaM0h0FiAE

When could inflation begin to recede? Are we at risk for a global recession? Register now for Schwab Market Talk to get answers to questions like these from Schwab experts. Live attendance during this interactive Q&A session qualifies for CFP or CIMA CE. https://t.co/4QGiPhB1gc

One thing new talent can offer is a fresh perspective. I’m always looking for new opportunities to learn, and one of our summer interns has given us that chance with their experience studying allyship. https://t.co/xlL6y52QTJ

While it may have been unexpected, I was excited to see an increase to charitable giving this year. Learn more about how this year’s numbers stack up to the previous year: https://t.co/ZL8hrMjG2D

Cultivating talent for the #RIA industry? Definitely an effort that excites me for the future.

Are we facing 1970s stagflation all over again? Are global central banks poised for a pivot? Is a recession unavoidable? Register now for Schwab Market Talk to get answers to questions like these from Schwab experts. https://t.co/swhJWos1Md

Are your clients interested in the #crypto ecosystem? I’m excited to share that Schwab Asset Management has launched its first crypto-themed ETF – the Schwab Crypto Thematic ETF (STCE). Innovation on behalf of investors and advisors who serve them. #RIA https://t.co/6eOkcanpz0

When I say seeing the #RIA industry grow brings me joy, it’s an understatement. That said, imagine the excitement that came when learning about this partnership between Howard University and the Charles Schwab Foundation: https://t.co/RmahUiLWf1

Getting a lead from LinkedIn to convert into a meeting can be difficult, which is why I’m happy to share this event from Schwab Retirement Business Services which will help learn tactics, strategies, and scripts to do just that.

Technology updates in one convenient location? Sign me up! Learn more about our new and upcoming enhancements here: https://t.co/SxB1KaajK1

As a common topic among investors, I could imagine clients may be asking about rate hikes. This information could be useful in discussions, specifically about the end of the cycle. https://t.co/fk0XP7bRcW

With digital adoption, newer firms start with a blank slate. Established firms must get over change management hurdles. It really helps to know where you’re at, and that’s why I recommend our clients take advantage of our Technology Adoption Dashboard. https://t.co/g9kp63tuke

If you’re planning to be part of an exciting back in-person IMPACT this year, I’d recommend taking advantage of early bird pricing before it ends on September 2nd. Here is the link to get registered: https://t.co/uiWhX6bSIk

It’s always incredible to see so many clients growing their digital tool use during SOLUTIONS each year. If you weren’t able to make it, don’t worry -- I’ve got good news! You can sign up for one of our weekly digital tools webinars. https://t.co/eHYekOfa5d

Working with advisors I see just how valuable time is. That’s why I’m excited to share that digital onboarding has been upgraded to increase efficiency with the ability to open up to ten accounts at once. Learn more: https://t.co/1nF7AzIP6N

With this year’s #RIA Benchmarking Study in mind, I can see the need to retain key employees at your firm. Here is how you can do just that: https://t.co/cDGL5EOwvl

Documentation and strategy planning proved useful for Top Performing Firms according to this year’s #RIA Benchmarking Study. Don’t just take it from me, read more here: https://t.co/ViHfDnMTIw

The freedom advisory firms have is one of my favorite aspects of the industry. Seeing what our #RIA Benchmarking Study has shown Top Performing Firms do to retain talent is the perfect display of this: https://t.co/NEeNwfIui0

Advisors, got questions about market volatility and the economy? Register for the 8/2 Schwab Market Talk and submit your questions today. Live attendance qualifies for CFP or CIMA CE. See you there!