When I give people advice, I think about, how would I want someone to show up for me in this moment?
The reason people want to talk to an advisor is they want to feel understood. If you're going to make a difference in anybody's life, you've got to know who they are.
Every client is different. Everybody has a story, and it's important to understand what that unique story is.
What are their dreams? What stage of life are they in? Are they more worried about approaching retirement? What if something happens to me? Is my wife going to be taken care of? Or my kids?
The way we help people meet their goals. The way we deliver advice. Schwab is always innovating to make sure that we're delivering what clients need and expect.
We're going to build a blueprint, a roadmap of how to reach those goals. We can adjust it, modify it.
We're always trying to add and build so that we can be in a better position to help clients with whatever their needs are.
They want to do it themselves? Help them do it a little bit better. If they want help, if they want advice, give them help, give them advice. Honest, quality, intelligent advice.
Financial stability — everybody deserves that.
We definitely put the clients first in everything that we do. And it shows.
Not all firms can say that.
That is what makes Charles Schwab Charles Schwab.
Just treat people like you'd like to be treated. It's pretty simple.
It's all true.