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Wealthies Circle Podcast: Grow Your Brand Without Giving It Up With Carolyn ArmitageWealthies Circle Podcast: Grow Your Brand Without Giving It Up With Carolyn Armitage

Thrivent's Carolyn Armitage details how Thrivent provides financial advisors with a partner that they can outsource as much or as little as they need or want.

Davis Janowski, Senior Technology Editor, WealthManagement.com

December 10, 2021

 

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.

Carolyn Armitage Thrivent Featured Image.png

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.

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About the Author

Davis Janowski

Senior Technology Editor, WealthManagement.com

Davis Janowski is a New York-based technology journalist whose work spans consumer, business and the FinTech sectors. He has also worked for two FinTech startups and as an industry analyst for market research firm Forrester.