Skip navigation
RIA Edge Podcast

RIA Edge Podcast: Schwab’s Jalina Kerr on How RIAs Can Grow By Design, Not Default

Schwab Advisor Services' Jalina Kerr discusses how RIAs must be intentional about how they drive meaningful organic growth. 

 

Sponsored by 

schwab-advisor-services-ria-edge-logo.png

With markets no longer providing advisers with a wide number of opportunities to grow their assets, RIAs must be truly intentional about how they drive meaningful organic growth. 

In this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, speaks with Jalina Kerr, managing director of client services for Schwab Advisor Services, on creating intentional growth strategies and how companies must adapt to the next generation’s wants and needs.

Specifically, Mark and Jalina discuss:

  • What companies can do create and manage intentional growth plans
  • How digital onboarding has changed the way advisors grow their clients base post-pandemic
  • What are advisors currently doing to accelerate their growth
  • How should advisors interact with the next generation of investors compared to previous generations
  • And more

Listen to the RIA Edge Podcast

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish