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13min chapter
Day One from Schwab Impact in Philadelphia
Bloomberg Businessweek
The Importance of Advisors in the Financial Industry
In this chapter, the hosts discuss their experience at the Schwab Impact Conference and the importance of advisors in the financial industry. They introduce Jelena Karsh as a guest who is the managing director and head of client experience for Schwab Advisor Services. They explain that the conference is a gathering of independent advisors who prioritize their clients' best interests and provide support for their goals. They also discuss how Charles Schwab supports both individual clients and independent advisors, acknowledging the different needs of their client base.
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