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Digital-only account opening is here and QCD coding has changed. Here's what we learned at Schwab IMPACT 2026, what we've tested since, and what we recommend for your firm.

Most people's financial future is shaped by someone they never see. Like a duck gliding across the water, the financial advisor is the frontline, and Village is the driving force underneath. Processing paperwork. Following up on transfers. Making sure the client who just lost their spouse isn't waiting weeks for a callback. Financial planning is a trust business. Trust is built in the small moments. Hospitality is how you show up in those moments.