Head of Thrivent Advisor Network
On-Demand 1: Shortening the Learning Curve
The last decade of RIA M&A fervor has often left us with more questions than answers. Has the evolution of the industry from solo practitioner to enterprise been the right path for every financial advisor? In the race to capitalize on enterprise value, have financial advisors become too fiercely independent for their own good? Do the headlines dominating our inboxes tell the complete story, or are there hidden insights waiting to be discovered? Most financial advisors are exceptional at providing client services and generating new business. Operations, building a tech stack, vendor relations, compliance, constant regulatory changes, cybersecurity, and more often add up to distractions and inconveniences that take away precious time from financial advisors’ unique abilities. As the next generation of financial advisors consider how to build thriving and profitable businesses, there is much to learn from the independent advisor trailblazers that came before them. Join Carolyn Armitage, Head of Thrivent Advisor Network, as she uncovers the real-life outcomes of recent industry M&A trends that nobody is talking about. Carolyn will give concrete advice to the next generation of RIA leadership looking to shorten their learning curve.