Schwab Launches New Consultative Program

Tweet
Facebook
LinkedIn
Save this article
Send to
Print this page

Anthony Malakian

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.

Tweet
Facebook
LinkedIn
Save this article
Send to
Print this page

Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.

To access these options, along with all other subscription benefits, please contact [email protected] or view our subscription options here: http://subscriptions.waterstechnology.com/subscribe

You are currently unable to print this content. Please contact [email protected] to find out more.

You are currently unable to copy this content. Please contact [email protected] to find out more.

You may share this content using our article tools. Printing this content is for the sole use of the Authorised User (named subscriber), as outlined in our terms and conditions - https://www.infopro-insight.com/terms-conditions/insight-subscriptions/

If you would like to purchase additional rights please email [email protected]

You may share this content using our article tools. Copying this content is for the sole use of the Authorised User (named subscriber), as outlined in our terms and conditions - https://www.infopro-insight.com/terms-conditions/insight-subscriptions/

If you would like to purchase additional rights please email [email protected]

You are currently on corporate access.