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Finding the Right Custodian: Hear One Independent Advisor's Story

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"Finding the Right Custodian: Hear One Independent Advisor's Story"

As president of Jupiter Wealth Management, Tyler Boon was working hard to keep clients happy. But when COVID hit, his firm’s custodian wasn’t keeping pace with the industry’s changing demands. So Tyler set out to find a more tech-savvy custodian that could help him deliver an ideal client experience efficiently and build a plan for his firm’s future. With Schwab Advisor Services, he found both, and even more -- a custodian that shares his firm’s clients-first culture. TRG 0222-26U3

Tyler Boon had been running a successful independent firm since 2018. So why did he decide to make a big change in the middle of the pandemic? It started with the realization that he needed a more tech-forward partner – one that shares his passion for putting clients first – to give his clients the highest level of support in this new environment. He took a bold leap, and now his clients and team are benefitting from Schwab’s digital tools and expert guidance.

Could making a change bring new opportunities to you and your clients? There has never been a better time to find out. At Schwab Advisor Services, we’re dedicated to helping advisors like you build your business your way.

Get Tyler’s tips for assessing a custodian’s culture and offerings, including:

  • How to recognize forks in the road, and what to do when you come to one
  • How to make the switch, even in turbulent times
  • How self-serve tech provides unexpected benefits
  • How to leverage the expertise of your custodian

To read more about Tyler’s story and hear his advice for advisors seeking something better for their practice and their clients, download this case study.

Offered Free by: Schwab Advisor Services
See All Resources from: Schwab Advisor Services

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