RIA Edge Podcast: Client-Centric Growth and Innovation with Jon Beatty

Nov 4, 2025

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The future of RIAs is being shaped by technology, talent, and a renewed focus on client-centric leadership.

In this episode of the RIA Edge Podcast, host David Armstrong talks with Jon Beatty, head of advisor services at Charles Schwab, on the eve of Schwab Impact, about how the industry is adapting to the accelerating pace of technological change and what qualities differentiate the most successful advisory firms.

In the conversation, you’ll hear:

What Beatty looks forward to the most at Schwab Impact, the firm’s annual conference for advisors and industry executives—and it’s not only what’s happening on the stage.
The takeaways from Schwab’s most recent Independent Advisor Outlook Study that Beatty found most revealing.
How some firms are maintaining, or even growing, profitability even as they add new client services on top of a fixed revenue base.
How the most successful advisors are evolving in their use of technology, including artificial intelligence.
The key to balancing scale and efficiency without sacrificing personalized client service.
The most critical metric RIAs have to track meaningful growth.

Resources:

Listen to the RIA Edge Podcast on WealthManagement.com
Listen and Subscribe to the RIA Edge Podcast on Apple Podcasts
Listen and Subscribe to the RIA Edge Podcast on Spotify
Schwab Advisor Services’ 2025 Independent Advisor Outlook Study

Connect With David Armstrong:

Connect With Jon Beatty:

About Our Guest:

Jon Beatty is a member of Charles Schwab’s Executive Council. As Managing Director and Head of Schwab Advisor Services, he oversees the business that serves over 16,000 independent advisory firms that trust Schwab with $4.7 trillion in assets under management.

Schwab Advisor Services provides RIAs with everything they need for custody and beyond, including innovative technology, the latest wealth management solutions, and an unmatched breadth of solutions to help advisors take their businesses further, all powered by more than 3,000 dedicated Advisor Services employees.

You likely won’t meet anyone more passionate about helping independent advisors succeed than Jon. He joined Schwab 28 years ago and has been a member of the Advisor Services leadership team for 16 years. Jon has dedicated his career to working with RIAs and loves to hear from clients and prospects on how Schwab can best meet their needs.

Jon has a bachelor’s degree in political science from Wittenberg University. He is registered with the National Association of Securities Dealers, Inc., and holds Series 7 and 9/10 registrations.