I was responsible for an internal article my team and I suggested to accompany the release of Schwab Advisor Services' Supported Independence Study, research aimed at demonstrating Schwab's leadership in the independent financial advisor industry. I took the lead on developing a topic and drafting the piece, positioning it as a guide for financial advisors considering leaving their institution to move towards an independent business model. The article was reviewed by and attributed to Jon Beatty, the incoming head of Schwab Advisor Services, before being posted to the Schwab website. 

The webpage is displayed below. Click here to view the article on the Charles Schwab website.