Joe Pellizzari

Relationship Management Managing Director, Schwab Advisor Services
About me: disclosures in website link below.

[Joe Pellizzari @JoePellizzariCS]

Do you know a talented, hardworking individual pursuing an undergraduate in financial planning? If so, Schwab recently launched a new $10,000 scholarship program. Learn more and apply today at https://t.co/6b75IR4T6r

[Joe Pellizzari @JoePellizzariCS]

Pretty interesting to see how this car company has been innovating to improve car safety.

https://t.co/uhBHJPxrM8

[Joe Pellizzari @JoePellizzariCS]

I believe that good listeners ask great questions.

Read how the 3 types of connection questions can allow you to listen with empathy, humility, and understanding at work and beyond. https://t.co/AcA6Fb2lsh

[Joe Pellizzari @JoePellizzariCS]

The shift in investor attention from growth to value is a crucial time for understanding their factors and fundamentals. https://t.co/9OHhSSsK0Q

[Joe Pellizzari @JoePellizzariCS]

Bernie Clark recently discussed the work we’ve done to support diversity in the industry. As I read his thoughts, I am so proud to be a part of the effort and excited to share the application period of our new RIA Talent Advantage Scholarship is now open. https://t.co/pGRCp54Vp6

[Joe Pellizzari @JoePellizzariCS]

I am huge fan of this Netflix series. Pretty awesome to see how team work drives success in Formula 1. https://t.co/0V7cXjhNIc

[Joe Pellizzari @JoePellizzariCS]

To all those that love bargain hunting at yard sales, this story is for you.

https://t.co/fSQcMMUIzP

[Joe Pellizzari @JoePellizzariCS]

Our annual Benchmarking Study is open until 3/17. If you haven't participated in the study, its not too late! https://t.co/xNMDgn0nG7

[Joe Pellizzari @JoePellizzariCS]

Join Schwab Live Daily Mondays, 11:00am ET, for insights from Jeffrey Kleintop on global developments, policies, and trends and what they may mean for investors. https://t.co/BDyP4mGhTO

[Joe Pellizzari @JoePellizzariCS]

The Ariel-Schwab Black Investor Survey contained a huge amount of data - this Q&A helped me to quickly zero in on the key takeaways. https://t.co/BTHKis2Gcs

[Joe Pellizzari @JoePellizzariCS]

We recently kicked off our first virtual Technology Forum as a space to gather online, share ideas and updates about the work we're doing on the tech front to support RIAs. Read about it here: https://t.co/Hz3dLCipgv

[Joe Pellizzari @JoePellizzariCS]

Seeing this come to life is pretty crazy...and creepy at the same time. #technology https://t.co/24PX0oZa5h

[Joe Pellizzari @JoePellizzariCS]

Great to see a seven year old taking the time to send such an impactful letter. https://t.co/4g4tUw5zTl

[Joe Pellizzari @JoePellizzariCS]

Just think what the world will look like 2030 or 2040 as more of these technologies evolve. #tech #technology https://t.co/UdfgGhXtGu

[Joe Pellizzari @JoePellizzariCS]

What a great story on how one person realized a thriving industry is better than being the only one left standing.

https://t.co/EE9ebvvncz

[Joe Pellizzari @JoePellizzariCS]

See how your firm compares with Top Performing Firms in areas like asset growth fromnew clients. Get the inside scoop by participating in Schwab’s 2021 RIA Benchmarking Study—but only through March 17. https://t.co/nRfBdxtNnK

[Joe Pellizzari @JoePellizzariCS]

According to Schwab's 2020 RIA Benchmarking Study, attracting and keeping great people is increasingly critical for firms, especially during a volatile market. Advisors looking to learn more about compensation strategies can find out here: https://t.co/vPEv2NzZfb

[Joe Pellizzari @JoePellizzariCS]

Some good news on this Friday morning...

https://t.co/ttvqcaa1Kk

[Joe Pellizzari @JoePellizzariCS]

Looking forward to this release... https://t.co/xcyUrEiF5g

[Joe Pellizzari @JoePellizzariCS]

I wonder how many people will end up actually eating this instead of giving it to their pet... https://t.co/JXR5No1nox