RIA Edge Podcast: Enhancing the RIA Experience with Jalina Kerr

In this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, sits down with Jalina Kerr, managing director of client experience for Schwab Advisor Services. Jalina talks about Schwab’s approach to enhancing the advisor experience, including the group’s work on technology integrations, changes made in the wake of the TDAI integration, and how the firm is trying to follow advisors’ lead when it comes to prioritizing the custodian’s approach to tech development.

David and Jalina discuss:

How the firm is thinking about the “advisor experience” on the platform, and how they are working to improve it.
Schwab’s approach to gathering and acting on advisor feedback in close to real-time.
Addressing the challenges and complexities of large-scale platform integration, particularly post-TD Ameritrade merger
The growing demand for simplified technology ecosystems, including integrated bundles, and how Schwab aims to meet those needs.

Resources:

RIA Edge Podcast: http://bit.ly/3YVhfof

Connect With David Armstrong:

WealthManagement.com: http://bit.ly/3RKHvyY
LinkedIn: WealthManagment.com: https://bit.ly/3YkoRAv
LinkedIn: David Armstrong:   / djamesarmstrong  
Twitter: David Armstrong:   / djamesarmstrong  
LinkedIn: Informa: https://bit.ly/3leEF9g

Connect With Jalina Kerr:

Charles Schwab: https://advisorservices.schwab.com/
LinkedIn: Charles Schwab:   / charles-schwab  
LinkedIn: Jalina Kerr:   / jalina-kerr-cs  

#podcast #RIA #WealthManagement