Why Raise Referral Minimums
15:37–17:09 · 93s
Using a golf-course analogy, Rick explains raising Schwab referral thresholds refocuses the program on where RIAs are most distinctive and manages fast growth from $14B to $38B in two years.
15:37–17:09 · 93s
Using a golf-course analogy, Rick explains raising Schwab referral thresholds refocuses the program on where RIAs are most distinctive and manages fast growth from $14B to $38B in two years.
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