He stands by the railing while talking into an earpiece. You guys really going to have my back?Ī gray-haired man walks down a city street with dozens of other people and boards a ferry, with the city shoreline in the background. Man: I put a lot on the line going independent. The man then goes on a walk with one of the reps to chat.
Two Schwab reps walk up to him and shake his hand. How can Schwab help me spend more time with my clients?Ī blonde-haired man unrolls a building plan inside a space that is being renovated. Young man: If I want to buy a house in, say, five years, what do I need to do today?Ī financial consultant in a suit walks onto a train, sits down, pulls out his computer, and begins typing an email to his Schwab advisor.įinancial consultant: My advisory firm is growing. He types on his phone while facing the open window, and then video-calls a Schwab Intelligent Portfolios Premium advisor. How can you help us?Ī young man hugs a woman before getting into the back of a car. The company rep and Schwab reps sit on sunlit couches in a common area talking.Ĭompany rep: In tech, getting talent is the name of the game, and our stock plan is key. An employee in the lobby looks up from his computer, and a woman somewhere inside the office is giving a presentation. A company representative approaches the entrance with two Schwab reps. People ride bikes outside an office building while others walk up the stairs inside. Hospital admin: What are my peers doing with their 401(k) plans? What's going on out there? Are we competitive? They continue talking while walking down a hallway. They stand silently for a moment, looking at each other.Ī hospital admin walks down the stairs of Metropolitan General Hospital with a Schwab representative. A suburban house stands in the sunlight, and inside a man is tying his tie. A man unlocks a revolving door, and the lights in a Charles Schwab branch office come on. Investing should always be a process over time.įog rolls over an urban park at sunrise. Liz Ann : Investing should never, ever be about a moment in time. People wearing headsets behind the scenes check that the equipment is running smoothly for the woman about to be recorded: Liz Ann Sonders. The sound equipment is adjusted one last time as an “ON AIR” sign lights up. In the newsroom, an employee signals the woman that they're about to roll the cameras. The ceiling lights in the lobby of a Schwab building turn on. Someone checks the sound equipment as the woman is fitted with a body mic on her blazer. Man : Cameras ready? In four, three, two…Ī woman in a newsroom walks past the cameras to the main news desk.
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