Building Your Tech Stack: How the RIA Model Gives You Freedom to Do it Your Way

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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This is a sponsored feature developed by Schwab and supported by ThinkAdvisor.

ThinkAdvisor is not affiliated with The Charles Schwab Corporation. Any mention of third-party firms or individuals is not and should not be construed as a recommendation, endorsement, or sponsorship by Schwab.  

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TRG 0821-1ESR (08/21)



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