Jonathan Kirkpatrick @JKirkpatrickCS
Business Development Officer, Schwab Advisor Services About me: https://t.co/R3cdl2eb6q See disclosures in weblink below. Orlando, FL Joined February 2017-
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A client emailed a request for funds — time to send out the cash, right? Wrong. My colleague Adam Moseley covers best practices to avoid fraudulent client e-mails in this short video. Learn more: advisorservices.schwab.com/whats-new/safe…
Can behavioral finance principles give your firm a competitive edge? This article spotlights our latest findings: advisors who practice behavioral finance strategies saw a remarkable 3.3x increase in new assets from existing clients. planadviser.com/schwab-financi…
An update from Washington for my #RIA followers as we head into the fall: advisorservices.schwab.com/insights-hub/p…
Fixed income is back in style in 2023. Watch my colleague Inga Rachwald, Senior Investment Portfolio Strategist supporting Schwab Asset Management, break down options for income-seekers. schwabassetmanagement.com/separately-man…
Last year came with many challenges for finance professionals, but the #RIA community stood strong. Don't just take my word for it, read more in this recent article: thinkadvisor.com/2023/07/21/11-…
Charles Schwab Senior Investment Portfolio Strategist, D.J. Tierney, brings some real-world perspective to the topic of personalized indexing in a great article that also reveals where you can find the nicest Schwab branch in the country! Give it a read: aboutschwab.com/mss/story/usin…
Talent is still a top priority for firms, and recruiting new hires from colleges and universities is more prevalent than ever. Learn more from this year’s #RIA Benchmarking Study: advisorservices.schwab.com/focusing-on-fu…
Most new clients are coming from referrals, so having a documented referral plan in place can really help your firm’s organic growth efforts. Learn more from this year’s #RIA Benchmarking Study results: advisorservices.schwab.com/focusing-on-fu…
With current forecasts for only one or two more rate hikes, now may be the time to lock in longer-term bond yields. Give clients the lowdown on reinvestment risks with this client-ready chart. schwabassetmanagement.com/section/chart-…
Is it time to reconsider muni bonds? My colleague Jason Diefenthaler, Head of Tax-Exempt Strategies for Schwab Asset Management, says things are looking up at the state and local levels after a rough 2022. Watch his AssetTV interview. schwabassetmanagement.com/content/munici…
Im always looking for ways to be more efficient, and according to our recent #RIA Benchmarking Study so are top performing firms! Learn more from the results here: advisorservices.schwab.com/focusing-on-fu…
Join our roundtable discussion to hear the latest insights from Schwab, Research Affiliates and FTSE Russell. Topics include current market drivers, fundamental index implementation strategies and more. Register here for free: bit.ly/3pLFtW1
How can you make every message count and get more from your marketing dollars? Spend under a minute with my colleague Nikolee Turner on the power of ideal client personas. Continue your learning here: advisorservices.schwab.com/insights-hub/k…
With tech in our industry evolving, you might not have to choose between growth and high-touch service. Read on in this article: advisorservices.schwab.com/insights-hub/p…
What does it look like to serve today’s wealthiest families and how can you grow your practice with these complex clients? Find out more in our recent webcast on-demand replay: event.on24.com/wcc/r/4218742/…
Do you like low-cost ETF options? Ok, here’s another one. Schwab Asset Management now offers the Schwab High Yield Bond ETF (SCYB), a low-cost ETF to help your clients diversify their portfolios. schwabassetmanagement.com/products/scyb
When the markets panic, investors can get trampled. But you can help keep your clients from being part of the stampede by using the tips in this new behavioral finance video by Omar Aguilar, PhD. schwabassetmanagement.com/lessons-behavi…
As an #RIA you understand the importance of planning. My colleague Nikolee Turner gives us a crash course on the secret to creating a business plan that inspires your people, and your clients. Learn more: advisorservices.schwab.com/insights-hub/k…
Despite a punishing year in 2022, reports on the demise of the 60/40 portfolio have been greatly exaggerated. Read Schwab Asset Management’s take on the long-term potential of this classic strategy. schwabassetmanagement.com/content/long-l…
Is a value stock tide ready to roll back in? This client-approved chart puts 2023’s narrow market leadership into perspective. schwabassetmanagement.com/chart-minute
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