More and more financial advisors are outsourcing various aspects of their business, from compliance and HR to asset management and back-office work. Finding an ethical company that can provide all this without taking over your brand can be a great option for growth.
In this episode, Davis Janowski is joined by Carolyn Armitage, head of Thrivent Advisor Network. Thrivent has been named one of the world’s most ethical companies 10 years in a row by the Ethisphere Institute. Thrivent provides financial advisors with a partner that they can outsource as much or as little as they need or want—without surrendering their brand.
In this episode, you will learn:
- The foundation of Thrivent Advisor Network’s position to “live generously”;
- What makes Thrivent different from competitors in the industry and how it is building a platform for the next 100 years;
- How outsourcing certain aspects of administrative functions can benefit advisors at work and in their personal lives; and
- The importance of determining your “how” and “why” for growth to achieve independence with impact and success with significance.