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Make Banking Your Tool for Success in Holistic Wealth Management

Session Speakers
Session Description

Why Attend
Learn how banking can be one of your best tools for closing a prospect, deepening relationships, and helping you differentiate your firm by building a more holistic offer.

Session Details
An expert panel will share key concepts about the banking industry and strategies for how to leverage a bank as a competitive advantage for your advising offer. Panelists will compare banking and brokerage options and share real-life examples of advisors who have worked with banks to win large clients.

Find out how to:

  • Work with Charles Schwab Bank® to deliver an appealing and a comprehensive solution to prospective clients
  • Differentiate your practice by deepening your relationship with a client through building more touch points with client assets
  • Better understand deposit, lending, and trust services offered by banks, including how to leverage pledged asset lines (PALs) 

Additional Information
To be announced
Education Session
1h
Session Schedule