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Advisor Case Studies: Navigating By Your Values

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"Advisor Case Studies: Navigating By Your Values"

After years of working under the constraints of the brokerage model, advisor Ralph Courage was experiencing real burnout -- he was ready for a change. He and his partner, Jeff, were not strangers to the Registered Investment Advisor (RIA) model, and to satisfy their hunger for freedom and flexibility they decided to build an independent practice of their own in 2008. TRG (0722-208S)

Ralph and Jeff, founders of Courage Miller Partners, always dreamed of owning a clients-come-first firm. They looked to the RIA model for its freedom and flexibility – and to escape from brokerage burnout. To start on the right foot, Ralph and Jeff chose Schwab as a custodian because of its long track record of serving RIAs. Today, Courage Miller Partners has succeeded despite the uncertainty of the 2008 market crash and the recent pandemic, and its founders are now sharing their advice with you.

“We’re able to change our focus to the goals and desires of our clients. It puts them at the forefront of all of our decisions.” – Ralph Courage, Courage Miller Partners, LLC

To read more about Ralph and Jeff’s story of perseverance and success, as well as their advice on everything from transitioning your team to maintaining your culture, download the case study.

Offered Free by: Schwab Advisor Services
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