Custodians Established - $25B and Over
| Practice Management
Virtual Practice Management
Virtual Practice Management (VPM) programs help independent investment advisors who custody through Schwab and TDAI reach toward their strategic goals through on-demand guided learning experiences, supplemented with virtual workshops.
VPM programs cover critical topics and best practices for strategic firm growth and deliver guidance at the convenience of the advisor. The on-demand learning experiences are supplemented with opportunities to work with Schwab consultants and connect with other advisors.
The on-demand aspect of the programs empower advisors to participate on their own schedule and engage in topics that are most crucial to their specific firms’ needs.
VPM programs help guide advisors through a range of processes including strengthening their cybersecurity program, building their strategic plan, and establishing an ideal client persona and client value proposition.