Schwab Launches New Consultative Program
Schwab Advisor Services has launched a consultative program that includes a new modeling tool for determining client-level profitability and gives a snapshot of a firm's economics and revenue mix.
The eight-week program, dubbed "Managing Client Profitability", will help advisors to segment clients so as to maximize profitability and scalability. In addition to the teaching aspect of the program, participants will be able to leverage the Client Profitability Modeling Tool.
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