Back when I walked into a Schwab office in 2019

Three years ago I strolled into a Charles Schwab branch in Austin to open an account, and the rep spent 20 minutes trying to sell me their managed portfolios. Last week I did the same thing online and had an account set up in 8 minutes flat with no sales pitch. Has anybody else noticed the in-person experience getting way more pushy while the online side gets simpler?

2 comments

Log in to join the discussion

Log In

2 Comments

alice1214mo ago

Oh please, a whole 20 minute sales pitch, call the press.

2

quinnbailey4mo ago

That actually makes total sense. They probably figure they can squeeze more fees out of people who go in person, while the online crowd just wants to get it done with no hassle. Kinda makes you wonder if they're training the branch staff to be salespeople first and helpers second.

-2