Jon Beatty

Chief Operating Officer, Schwab Advisor Services. About me: See disclosures in website link below.

[Jon Beatty @jonbeattyCS]

Today, your independent model is the envy of the industry, and we have the opportunity to combine the best of what Schwab Advisor Services and TD Ameritrade Institutional offers to further the success of advisors of all sizes.
https://t.co/N3al2XVEK8

[Jon Beatty @jonbeattyCS]

To those who've been with us on this journey, thank you. To those of you new to Schwab, we can't wait to get to know you and to show you how our future together can benefit your firms and your clients. https://t.co/KfTb8fKjUQ

[Jon Beatty @jonbeattyCS]

Honored to share that we have invited TD Ameritrade’s institutional clients to IMPACT. While we await final acquisition approval, we couldn’t resist the opportunity to have everyone together for a multi-day conversation about the future of the RIA profession. #SchwabIMPACT

[Jon Beatty @jonbeattyCS]

Even though we won't get to shake our clients' hands this year, IMPACT 2020 is going to be terrific! I hope you'll join us— early-bird pricing is available through October 2nd. #SchwabIMPACT

[Schwab4RIAs @Schwab4RIAs]

Registration for #SchwabIMPACT 2020 is officially open! We’re excited to bring advisors a powerful virtual experience with live and on-demand content. Early-bird pricing is available now. https://t.co/KIOCkaXp2S

[Jon Beatty @jonbeattyCS]

We have surpassed an important milestone in our effort to better the lives of RIAs. Today, more than 1,000 firms are leveraging Portfolio Connect®. We are proud to offer this platform at no cost to advisors while continuing to enhance the technology that empowers them digitally.

[Schwab4RIAs @Schwab4RIAs]

Schwab Advisor Portfolio Connect® Schwab’s simplified, scalable portfolio management tool, has surpassed 1,000 independent advisor firm users: https://t.co/kQkPvYeerV

[Jon Beatty @jonbeattyCS]

Congratulations on your transition, Scott. We @Schwab4RIAs are proud to be your partner. We look forward to helping you care for your investors and grow your business... we're "all in" with you!

[scott huff @huff_scott]

Have to give a shout out to @Schwab4RIAs and @MattGreenCS for making the transition seamless. Thought this would be worse but they make it simple #kudos

[Jon Beatty @jonbeattyCS]

We held our first virtual Executive Forum today with 12 industry leading advisors. These advisors are confident in their work from home model. Now their focus is on growing from home. Building trust & relationships with prospective investors in a remote model is mission critical.

[Jon Beatty @jonbeattyCS]

If you're wondering what's happening in the independent space for M&A right now, I recently interviewed @MartyBicknell of @MarinerWealth who shared insights from both the buyer's and seller's perspectives.
https://t.co/tF3S7da8OR

[Jon Beatty @jonbeattyCS]

Inspiring words from a strong leader. I believe in the persistence of the human spirit — it will be our ingenuity that sees us through to better days. #SchwabLife

[Charles Schwab Corp @CharlesSchwab]

No matter what tomorrow brings, we remain invested in you. https://t.co/QQCVpDn8YI

[Jon Beatty @jonbeattyCS]

@ReformedBroker Thanks for the shout out. May the force be with you...

[Jon Beatty @jonbeattyCS]

@ReformedBroker @TDA4advisors @Schwab4RIAs Josh thanks for the shout out. May the force be with you...

[Jon Beatty @jonbeattyCS]

Congratulations @TCantillonCS who is celebrating 20 years at Schwab! We talk about making Schwab a place that is worthy of a person’s career, and Tom is living proof of that. It’s been an honor and a pleasure working with him, and I know many who feel the same way. #SchwabLife

[Jon Beatty @jonbeattyCS]

@HDelux & I discussed specialization today. Specialization brings focus and that means simplicity for our clients & the teams who serve them. It's important we meet advisors where they are. It's all about coming to the marketplace with our best, optimized for their needs. #MSUM19

[Jon Beatty @jonbeattyCS]

Great to have time with @HDelux this afternoon at such an exciting time in the industry. #MSUM19

[Jon Beatty @jonbeattyCS]

Thank you to our gracious hosts at @DynastyFP for a terrific day yesterday. We enjoyed celebrating our partnership and discussing the values we share around culture, client focus, business discipline and market awareness. Looking forward to taking it to another level in 2020!

[Jon Beatty @jonbeattyCS]

I just survived my first summer in Phoenix. Have to admit the 10* weather in Indy. was a bit of a shock to the system — hence the coffee on stage. Grateful to Sanctuary for the invite to their inaugural conference... and the hot coffee! See you next year - maybe somewhere warmer?

[Jon Beatty @jonbeattyCS]

One of the best messages I heard at IMPACT came from Platon — great leaders are oriented toward serving others and the importance of compassion and empathy. Be a bridge builder to others. And I loved his challenge to move from being a bystander to up-stander. #SchwabIMPACT

[Jon Beatty @jonbeattyCS]

I remain highly optimistic about the future of the RIA Profession — what a great Talent Career Fair today! #SchwabIMPACT #StudentsAtIMPACT

[Jon Beatty @jonbeattyCS]

Catching up with clients is always the best part of #SchwabIMPACT — Day #3 in full swing!

[Jon Beatty @jonbeattyCS]

Having fun on Halloween - I wish I was as creative as my colleagues in our Family Office Service organization. Trick or Treat! #SchwabLife