Session date and time April 30, 2023 3:00 - 5:30 p.m.
What if you could multiply the positive impact you have on your clients, employees and community? Financial advisors are in a unique position to help change lives by giving people hope and financial clarity. In this interactive workshop, attendees will gain a better understanding of how they can use their business for good, while also driving new growth. We will share best practices for: • Leading a purpose-driven organization that engages and inspires your employees. • Advising clients on maximizing their giving to best align with their life’s purpose. • Leveraging your influence and giving power as a business owner for impacting positive change in your community.
ACE Academy 2023 April 30-May 3, 2023 San Diego, CA
With more than three decades in the independent wealth management industry, Carolyn Armitage’s extensive experience includes advising independent broker–dealers, registered investment advisors (RIAs) and chief executive officers on optimizing their enterprise value, building high-performing and engaged teams and designing succession plans. Before joining Thrivent in 2021 to lead their independent RIA channel, Thrivent Advisor Network (TAN), she provided investment banking and consulting services through ECHELON Partners, and held senior leadership roles at LPL Financial, ING Advisors Network (now Voya & Cetera) and Advantax (formerly H.D. Vest), among others. Armitage is a passionate leader who loves to help others shine and believes advisors who share the joy of generosity are the most successful and fulfilled. She is the founder of True Circle Organization, a nonprofit whose mission is to provide instant sustenance, compassion and safety to those struggling with homelessness.
