The 2020 IA25: Bernie Clark
Charles Schwab's head of Advisor Services gives his advice on serving clients during the COVID-19 pandemic.
Bernie Clark is executive vice president of Advisor Services for Charles Schwab and a member of the firm’s executive committee. He started at the firm in 1998, after working for Salomon Brother and Deutsche Morgan Grenfell.
Top Advice
Continue to be there for your clients. In times of volatility and uncertainty, that means being there to give clients the confidence they need.
We all know that personal well-being takes center stage right now with everything else in the subscript.
Advisors must focus on their clients’ personal well-being while keeping a watchful eye over their finances.
Biggest Challenge
Personally and professionally, the proverbial Sunday dinner isn’t happening for any of us right now. At the same time, relationships have never been more important.
How we deliver on our relationships and show up for others is anything but traditional today, but our job remains the same — do all we can to enable advisors to have an absolute focus on their clients.
We are part of the confidence-building equation for RIAs, and our teams are working hard to deliver deep relationships through a virtual experience.