Explaining complex financial products, wrangling multiple messages, and navigating layers of legal and compliance into concise, interesting TV spots is challenging.
From product launches to industry announcements, working on Schwab not only made me a better writer — it also made me a smarter investor.
One of the most interesting and thought-provoking projects I worked on with Schwab was also the most challenging.
In the spirit of Schwab’s question-asking ethos, we wondered — can we pull this off with a tiny budget? Can we cast this with regular people, not actors? Can a copywriter moonlight as a casting director and unofficial couch therapist, interviewer, director, and accidental matchmaker?
The answers are yes, yes, and weirdly, yes.
Schwab has a long standing reputation of shaking up the industry with low costs and award winning customer service. With even lower online equity trades and an investor-first satisfaction guarantee, Schwab has done it again — to the dismay of these soon-to-be-dumped brokers.
How easy is it to invest with Schwab Intelligent Portfolios? Turns out it's surprisingly easier than a lot of things in life.