The Importance of Thoughtful Transitions in Retirement Programs for Advisors

About this episode…

After nearly three decades with Merrill, John Thiel left the firm and his position as the Head of Wealth Management with just one regret: the feeling that there was more to be accomplished in the wealth management industry.

After seven years of remaining connected to the industry through consulting, board work, and similar endeavors, John’s vision for redefining the advisor’s role and what advice truly means to clients gained greater focus.

John’s experience at Merrill, where he rose through the ranks from advisor to management over the years, provided him with a unique perspective and valuable experience that few can claim.

It’s a trend we’re seeing more of these days—one in which members of the C-suites at the industry’s wirehouses are inspired to build a new independent business based on their knowledge of the gaps that exist in our ever-changing landscape.

Such “breakaway leaders” like John have a knack for seeing all sides of the circle—and they’re willing to bet their reputations on taking a shot at building the next big thing. And that’s the very space from which Indivisible Partners was born.

John joins Mindy Diamond in this episode to discuss his journey and outline his vision, including:

• His experience at Merrill—and why he chose to leave the firm and the wirehouse world behind.
• The gaps he saw in the wealth management industry—and how he sees Indivisible Partners filling them.
• Indivisible’s value proposition—and why building a firm that “invests in the advisor” is a unique and attractive proposal.
• The management team he assembled—and how this top talent from the C-suite is working together to build out something “special.”
• The role of a “servant leader”—and why he thinks advisors want someone who is more than a supervisor.
• His thoughts on the future of wealth management—and how the past is coloring the evolution we are seeing today.

John sees the wealth management industry as having a bright future and recognizes that change is a big part of that. Listen in for a unique perspective on what lies ahead.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.