In this episode, Jack Sharry talks with Andrew Salesky. Andrew leads Digital Advisor Solutions at Charles Schwab, overseeing a suite of tech platforms used by more than 7,500 independent advisory firms working with Schwab. 

Having worked at Schwab for more than 20 years, Andrew has held jobs big and small under the Schwab umbrella – from branch leadership to running schwab.com and driving the growth of “Schwab startups” like Schwab Private Client. Andrew even worked as their first Global Data Officer before transitioning into his current role supporting digital platforms. Andrew spearheads integration across the company, viewing integration as the top accelerator for every corporate goal or initiative. 

Andrew and Jack discuss current trends and how advisors can best respond, the power of integration, why technology is the great enabler, and why it takes more than tech to reach success. 

“Integration is not a distraction, it’s an acceleration. It’s really bringing a level of investment that is unprecedented for Schwab in the digital advisor space. We’re able to accelerate our roadmaps in all different areas.” ~ Andrew Salesky 

Main takeaways 

Links

Connect with our hosts

Subscribe and stay in touch