February 4, 2021
Why Some Firms Are “Outperformers”—An Exclusive Deep Dive into the 2020 Schwab RIA Benchmarking Study
The Diamond Podcast for Financial AdvisorsAbout this episode
An exploration of the 2020 Schwab RIA Benchmarking Study with Lisa Salvi of Schwab Advisor Services. Beyond key trends, she shares the drivers and habits of top RIA firms, with actionable information for both advisors and independent business owners.