Charles Schwab - Why It Matters?
Targeting - Investors who are exploring their options and want to understand the advantages of collaborating with independent investment advisors.
Core Theme of the Campaign -
Charles Schwab goes beyond promoting its services and instead focuses on the broader value of independence in financial decision-making, creating a narrative that resonates with investors seeking trustworthy advice.
About the
Campaign -
Charles Schwab's "Why It Matters?" campaign is a strategic initiative aimed at educating investors about the significance of independent financial advisors and the benefits of working with them.
Formula applied by the Campaign to elicit customer action -
Emphasizes the importance of independence in financial advice, showcasing real independent advisors and the values they uphold in guiding clients towards financial success.
Business Title
A Look at
the Campaign
1. The campaign originated from Schwab Advisor Services and is part of an ongoing effort to educate investors.
2. It leverages various media channels, including TV, print, and digital advertising, to reach a broad audience.
3. The focus is on the historical context of the 1, 1975, deregulation of brokerage commissions, marking a turning point in the investment landscape led by Chuck Schwab.
4. The campaign encourages investors to look beyond immediate numbers and consider the broader economic outlook.
5. Advisors emphasize their commitment to empowering Americans with financial education through the Charles Schwab Foundation.
6. It highlights the philosophy and analytical approach of key figures like Kathy Jones and Liz Ann Sonders in interpreting market data.
7. Investors are encouraged to look beyond jobs numbers and focus on the potential for a better economy in the coming year.
8. Charles Schwab Foundation, linked to the campaign, highlights the commitment to empower Americans with financial education and confidence.