Barrett Vossler: 00:03 Financial planning is different for everyone, 100%. Whether you're a self-starter wanting to do it on your own or if you need help, it's all about the client. That was something that I really liked about TD Ameritrade. So when I got the news that we were bought by Schwab, it was just like, "Oh, what does this mean for our clients?"
Jeana M.: 00:23 I hate change. So I'm thinking, "What? I have to like, change everything? Is this going to be a lot of work?"
Stewart C.: 00:29 Because it's a very personal thing. People get crazy about their money.
Jeana M.: 00:32 I can remember my mom sitting at the kitchen counter, and she had her checkbook in front of her, and she had all the bills. And I just remember her crying. There was something deep inside me that kind of welled up, like I want to do whatever I can to have a secure financial future for our children. And neither my husband, nor myself really knew how to do that.
Stewart C.: 00:56 I've always been a saver. Being in my own business, as a still photographer, you know you really learn to manage your finances. Because who's going to care about your investments and your future more than you.
Jeana M.: 01:11 TD Ameritrade to Schwab.
Barrett Vossler: 01:14 There was definitely a little bit of heartburn at first.
Jeana M.: 01:16 I was impressed with just how reliable and custom the service was.
Barrett Vossler: 01:25 That's, in large part, because the average tenure of a financial consultant at Schwab is over 12 years. That's insane. That's 12 years of building trust with a client.
Jeana M.: 01:37 That's huge for us.
Barrett Vossler: 01:38 Another big concern, the thinkorswim trading platform. It's definitely the crown jewel of TD Ameritrade.
Stewart C.: 01:43 The speed in which an individual investor can trade. Like how is it so fast?
Barrett Vossler: 01:49 Schwab was very hot off the press to say that's not going anywhere.
Stewart C.: 01:52 By merging the two companies, it continues to keep costs down for investors and gives us great technology. Win-win.
Barrett Vossler: 01:59 When it came to trading at TD Ameritrade, that's where our bread and butter was. But in our financial planning, there were a lot of gaps. These are things that Schwab understood and helped with. No matter where you're at as a client, Schwab has solutions for you. And now I can say we have solutions for you. There's no other firm out there that can be everything that a client really needs, and make sure that the client has a great experience through all of it.
Jeana M.: 02:34 TD Ameritrade, Charles Schwab.
Stewart C.: 02:36 Together.
Barrett Vossler: 02:36 I really do think we're going to be unstoppable.
Jeana M.: 02:39 I know that Schwab will help us get from where we are to where we want to be.
Stewart C.: 02:42 Great tech, great service. Now it's one company.
Barrett Vossler: 02:45 One place. That's Charles Schwab.
Jeana M.: 02:48 This is the reason we invest with Charles Schwab.
Stewart C.: 02:51 I'm a customer, customer for life.
(1122-2FBM)
