While helping Schwab launch the independent advisor movement, we stumbled on an insight: Convincing advisor prospects worth hundreds of millions if not billions to go independent is a career-risking ask. In other words—Stop calling it a sales funnel. It’s a hero's journey.

It changed everything. Including the structure of Schwab’s website and entire conversion experience—all now crafted to respect the journey. Below is a taste of how it came to life across mediums short, long, print, and digital.

Our work elevated the idea of advisor independence from outlier to industry norm, overtaking the Goliath wirehouse model. And it helped establish Schwab as the center of ultra-high-net-worth investment. We saw open rates up to 93% with an 82% click-thru to content.

Together with my strategy and account leads, we grew the Schwab business into the agency’s largest account.