Tim Rine

Business Development Officer, Schwab Advisor Services
About me: disclosures in website link below.

[Tim Rine @TimRineCS]

Are you staying on top of clients’ evolving desire for in-depth and specialized
services? Pressure-test your strategy using results from Schwab’s RIA Benchmarking
Study. https://t.co/hCjOZRV9dr #RIABenchmarking

[Tim Rine @TimRineCS]

#SchwabIMPACT is always a highlight for me. Yes, we won't be in-person, but we're all still getting together, listening to engaging speakers, and celebrating the industry. Don't miss out, registration is open now. https://t.co/pL43GwhO5u

[Tim Rine @TimRineCS]

Understanding your clients is more important than ever in today’s environment.
Hone your communications and service offerings with insights from Schwab’s RIA
Benchmarking Study. https://t.co/hCjOZRV9dr #RIABenchmarking

[Tim Rine @TimRineCS]

The application period for #RIA internship is open for Summer 2021. If you know a college student with an interest in financial services, this program offers a unique opportunity and valuable insight into the industry. https://t.co/R8YuByGMbu

[Tim Rine @TimRineCS]

Firms of all sizes continue to achieve long-term growth. Learn best practices
to attract and retain clients—even in uncertain times—from Schwab’s RIA
Benchmarking Study. https://t.co/hCjOZRV9dr #RIABenchmarking

[Tim Rine @TimRineCS]

I think the behavioral overlay of Charles Schwab Investment Management Inc.’s new model portfolios can be potentially helpful in one of the most essential roles of an advisor – helping clients stay invested across market cycles and conditions. https://t.co/WP8LRmD6uD

[Tim Rine @TimRineCS]

Couldn’t agree more: “This combination, it’s historic. We believe that there’ll be no other company like the combination of the two companies coming together.” - Chuck Schwab https://t.co/rt5OSwaFAz

[Tim Rine @TimRineCS]

Advisors, if you want to learn how to attract the next generation to your firm just get their input directly. Here's some great insight from one of our RIA interns from this summer. https://t.co/wmZrycDFTR

[Tim Rine @TimRineCS]

Advisors using behavioral finance gained nearly double the number of clients as non-users this year. Can behavioral finance help you build your business? Learn more in the BeFi Barometer 2020 survey results. https://t.co/BWNle6aheH #BehavioralFinance

[Tim Rine @TimRineCS]

I’m inspired every day by the advisors I have the opportunity to work with and support. In reading Bernie’s thoughts on the industry, I feel I couldn’t have said it better myself and I’m honored to play a role in helping our clients serve theirs. https://t.co/TmJneAWCeN

[Tim Rine @TimRineCS]

Call the shots when you choose the RIA model. You can build the firm of your dreams that best fits your work-life balance. https://t.co/KxgHGmacoh

[Tim Rine @TimRineCS]

If you’re questioning whether now is a good time to make big changes, I have some insights on the RIA model that could provide some answers. Read Schwab's latest whitepaper. https://t.co/qHko3aZS7b

[Tim Rine @TimRineCS]

What practices does your firm leverage to get stand out from the pack? https://t.co/Gz2dDNDAqJ

[Tim Rine @TimRineCS]

For some, being an independent investment advisor is a dream job. Hear why two advisors love running their own RIA firms and why they wouldn’t have it any other way. https://t.co/zehnWjz2dG

[Tim Rine @TimRineCS]

Pop’s 80th Birthday celebration with family!

[Tim Rine @TimRineCS]

I couldn’t agree more with Julian. Seeing the world through our client’s eyes isn’t just a statement. It’s manifested in the work we do every day. https://t.co/iOSPZs3XnQ

[Tim Rine @TimRineCS]

Going independent isn’t a fad—it’s the future. Read about how the RIA model is providing endless opportunities for investment advisors in Schwab's latest whitepaper. https://t.co/qHko3aZS7b

[Tim Rine @TimRineCS]

When I really need to get something done, I find that making a list is effective. Hopefully advisors will find this business continuity checklist help in their efforts to keep their practices and services on track. https://t.co/XjfDnRAgNl

[Tim Rine @TimRineCS]

I think the efficiency with which our voice technology connects advisors to the most strategic person to address their needs is a game-changer. Watch this video to learn more about it. https://t.co/BmZJDYx5Hu

[Tim Rine @TimRineCS]

It's interesting when concepts can be formulated. There's something about making a process more concrete that not only creates consistency but improves outcomes. Hopefully, this formula top firms use for finding and retaining talent can also benefit you. https://t.co/ERIDKvfhCO