Episode 30: The Schwab 2024 Supported Independence Report
Chuck does a deep dive with Jon Beatty, Schwab's Head of Advisor Services, into Schwab's 2024 "Supported Independence" report. Together they parse through the 30+ page comprehensive study that is designed to help advisor better understand the journey to independence. If you're looking to go RIA... this is a MUST listen!
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.