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"Building your Tech Stack: How the RIA Model Gives you Freedom to Do it your Way"
The number of digital advisory platforms and tools keeps growing. When you transition to the Registered Investment Advisor (RIA) model and choose Schwab as your custodian, you gain access to our flexible technology platform, plus the ability to pick the tools to build your firm’s client experience. Stephanie Barnier of Clear Sky Wealth discovered she always had an edge over the competition due to Schwab’s digital capabilities. And, she even created a 100% paperless operation.
The past year has taught us to reimagine how we connect, learn, and work. As an independent RIA, having the right digital tools and platforms can offer a simpler, faster, and more secure way to support your clients and manage your business.
This case study explores how Clear Sky Wealth’s Stephanie Barnier has boosted her firm’s efficiency by going independent and customizing her tech stack using Schwab’s flexible, best-in-class technology platform. Now, she’s running a modern, digitally enabled practice that is known for being client-forward, fast-acting, and flexible.
Her story covers key findings about tech you can use in your journey, including:
- How tech can give you an edge right from the start
- What committing to a digital-first approach truly entails
- Being ready to support clients in any environment
- Surprising opportunities tech offers
- Her simple three-step plan for taking your tech further
Read more about Stephanie’s story and hear her advice about choosing the tech that’ll make your firm ready to support clients in any environment
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