Thursday, September 15, 2022
HomeFinancial AdvisorNavigating The Evolution From Broker-Dealer To RIA Platform Leadership With Carolyn Armitage

Navigating The Evolution From Broker-Dealer To RIA Platform Leadership With Carolyn Armitage


Carolyn Armitage is the President of Thrivent Advisor Network, an RIA platform that offers partnership and affiliate models for financial advisors and that oversees $6.5 billion in assets managed by over 20 affiliated independent advisories. She joins the show today to share how her experience developing strategies for broker-dealers to transition to advisory models has given her a unique perspective on the industry’s ongoing evolution from brokerage to RIA platforms.

Listen in as Carolyn shares how she rose through the corporate ranks in the financial services industry and made her mark by becoming an established executor for major broker-dealers that wanted to add advisory models. You’ll learn how she built a new training and development platform in just three short years, why that platform was eventually disbanded for being too successful, and how Carolyn faced head-on the challenges that arose as she was building new kinds of advisory platforms within firms that were often resistant to change.

For show notes and more visit: https://www.kitces.com/298

RELATED ARTICLES

LEAVE A REPLY

Please enter your comment!
Please enter your name here

- Advertisment -
Google search engine

Most Popular

Recent Comments