Toby Kendall
@TobyKendallCS
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Business Development Associate, Schwab Advisor Services About me: https://t.co/8QiV82O9X7 See disclosures in website link below.
Orlando, FL
Joined March 2019
Does your firm have a tech stack that appeals to new advisors? Learn why recruiting efforts can be hindered by a less than appealing offering:
advisorservices.schwab.com
In a competitive talent market, technology is likely to be a major difference maker.
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Know a student interested in the financial industry? The application is now open for the 2022 RIA Talent Advantage® Student Scholarship is now open! Apply now:
advisorservices.schwab.com
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#ESGinvesting is driving more attention from investors looking to align their portfolios with their beliefs and values. Learn how you can help your clients make an impact. https://t.co/z05lz6cCWd
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Let’s talk about the emotional elephant in the room. These concepts may help get a better understanding of what a client is looking for when logic takes a backseat: https://t.co/YTiT5MQP36
advisorservices.schwab.com
Build your business and stay ahead of trends, with fresh perspectives and useful insights.
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Don’t miss the chance to hear about new and upcoming items for the Schwab platform. Register for the Tech Talk Webcast March 24th at 1:00 p.m. PDT to learn about enhancements, get quick tips and more.
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Being a source of comfort and guidance for your clients when they need you most helps foster strong relationships. Steering together through complex life events like a "gray divorce" can be challenging, but solidify trust and loyalty. https://t.co/GiXRk6Ipbv
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Emotional intelligence, or EQ, can improve engagement and workplace performance. Find out what managing emotions can do for your business. https://t.co/ut3p96Ctok
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The start of a new year allows leaders to tackle a new strategy or double-down on what’s working, while inspiring their team for the road ahead. For Bernie Clark, his team's priorities are all grounded in serving RIA clients better.
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Will RIA firms stay focused on recruiting? I can't wait to find out. This is an exciting year to participate in Schwab's 2022 #RIABenchmarking Study. https://t.co/7LWh7Y6QUe
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What are advisors viewing as perceived opportunities and barriers to growth in the current environment? Check out the Schwab Advisor Services' 2022 Independent Advisor Outlook Study to find out.
aboutschwab.com
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There’s a lot of talk about inflation right now. Will your clients’ fixed income strategies hold up? Check out the guide from Schwab Asset Management to compare active vs passive approaches to fixed income ETFs. #ETFKnowHow
https://t.co/TRHCP0tXm3
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Bernie Clark gives ThinkAdvisor his perspective on the future of the RIA industry and even shares some fun facts about himself:
thinkadvisor.com
"Wherever you look, more advisory firms, including traditional brokerages, want to look more like RIAs," says the head of Schwab Advisor Services.
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Schwab awarded 12 students, from Arizona to Delaware, with the 2021 RIA Talent Advantage® Student Scholarship. Know a student who might be interested in next year’s scholarship? Applications open in March 2022! https://t.co/kCYJBbAUOu
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Schwab and T. Rowe Price have entered into a relationship enabling advisors who custody at Schwab to purchase T. Rowe Price’s lowest-cost institutional share class funds without transaction fees:
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Don't let your clients down. Having top-notch technology helps your clients' feel their needs are being met even when you can't connect with them in person. https://t.co/MVpp81NHxG
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Are your clients worried interest rates will rise? Use our new chart to tee up conversations about the potential benefits of bond ladders. Learn more. https://t.co/4wHK2Z3OAL
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Your focus should be on clients, not administration. Technology can help streamline and automate essential tasks so you can spend more time deepening relationships. https://t.co/dusMlSr0LK
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Many young professionals may not be aware of the career path to become a registered investment advisor. An RIA intern shares some tips for advisors on how to find talent.
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Wondering how firms achieved strong results in 2021? Check out these insights from the 2021 RIA Benchmarking Study with Lisa Salvi. https://t.co/5uWBdlQpRN
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In the increasingly competitive advisory industry, creating extra time to spend with clients or grow your business can make all the difference. Consider these tips for a simple and more effective tech upgrade. https://t.co/tqiLpGteKL
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