Reinhardt Werba Bowen, was one of Schwab's biggest financial advisor clients at that time with more than $1 Billion under management.
[8] Working with Harold Evensky, who was head of Schwab's institutional advisory board and council, Bowen led the discussions with David Pottruck.
[2] Schwab ultimately made amends by creating a facilitated referral service for their customers that matched them to preselected independent financial advisors.
[9] Bowen provided financial advisors with services that included access to pragmatic business experience that "helped them focus on the cutting edge of best practices, now increasingly known as wealth management.
"[1] Bowen is the co-founder of AESNATION.com, an online community of entrepreneurs balancing success with making a difference in the world.