The Schwab and TD Ameritrade Conversion (E-book)

Over the 2023 Labor Day weekend, all TD Ameritrade firms will complete their conversion to Schwab Advisor Services. This process is exciting and filled with opportunities, but it’s also complex and involves many parties. Making it all run smoothly at your firm will require advanced planning and coordination among your team members and vendor partners.

F2 Strategy recently released a series of posts that offer our advice, recommendations and best practices designed to help you work through the process in five ways:

  • Streamline your overall business strategy
  • Appropriately manage your operational workflows
  • Enhance your client experience
  • Maximize your vendor relationships
  • Optimize your business after the transition

Our objective, third-party perspective is independent of Schwab and provides insight from our work with many RIAs in the industry. When taken in total, these elements should help you minimize the disruption to your clients and ensure a smooth conversation that sets your wealth management firm up for a strong future.

Now we’ve consolidated the full series into a single e-book for your reference throughout the summer as you prepare for this transition. Our goal is for you to use this journey to improve your business and establish a path forward for business growth, not just transition systems. Please use it as a valuable tool in guiding your process, share it with others and reach out if you need support integrating new technology, conducting client research or improving your quality contact touchpoints.

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