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"Advisor Case Study: Transitioning in a Pandemic"

For advisor Brad Goodwin of San Luis Wealth Advisors, COVID brought on a lightbulb moment. He always wanted the flexibility to offer clients the same options and strategies he used in his own finances, but he needed to be sure everyone could emerge through the independent transition a winner. After seeing how well businesses handled the pandemic’s fast-paced change and the “work-from-home” mentality, he knew there was no better time to move forward. TRG 1121-11WX (11/21)

Brad Goodwin’s transition to independence isn’t just a great story to tell, it’s a case study in overcoming fears. He made the leap of faith in one of the most turbulent times possible – and it couldn’t have paid off better for his clients and his firm, San Luis Wealth Advisors. Today, he says he has the control and flexibility to choose the technology and software that will streamline his business, and that his only regret is not making the switch sooner.*

Transitioning business models can be a daunting idea. Doing it in the middle of uncertain times only makes it more intimidating. That’s where Schwab’s Advisor Services team can help. Our goal is to ensure everyone comes out on the other side better equipped for the future.

Brad’s story covers key findings about going independent in today’s world, including:

• What is the tipping point, and whether you should wait until then to make the switch
• How turbulent times could set you up for a successful transition, not a tough climb
• What life is like on the other side of independence
• His advice on why you shouldn’t wait to call Schwab

To read more about Brad’s story and hear his advice on why you should look forward to – not fear – transitioning to the independent RIA model, download this case study.

 

*The views expressed are those of the third party and are provided for informational purposes only. Experiences expressed are no guarantee of future performance or success and may not be representative of you or your experience.

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