The Charles Schwab Franchise Opportunity



Welcome to this On-Demand Replay

Be the face of Schwab in your community

Charles Schwab has an innovative franchise opportunity for experienced financial professionals who want to grow and manage a Schwab branch and help a wide range of investors meet their goals. Franchisees leverage the power and reputation of the Schwab brand and can offer our full range of brokerage products and services. Schwab provides support by handling infrastructure, operations, technology, and 24/7 client support, so franchisees can focus on establishing and growing client relationships.

During this hour-long session, we'll address key aspects of the opportunity, including:

  • Fully equipped and financed retail branch

  • Revenue and expense sharing structure
  • Initial client seeding and transition support
  • Third party transferability, upon Schwab approval
  • Characteristics of an ideal franchise candidate

An interactive question-and-answer session will follow the discussion.

You can also learn more at www.schwabfranchise.com.




 
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SPEAKERS:

Craig Taucher

Senior Vice President
Independent Branch Services
Charles Schwab & Co., Inc.

Gage Gilham

Vice President
Independent Branch Services
Charles Schwab & Co., Inc.
HOST:

Stacy Hamond

Vice President
Independent Branch Services
Charles Schwab & Co., Inc.