The Diamond Podcast for Financial Advisors Ex-Merrill Leader’s Vision Comes to Fruition: John Thiel on Making the Advisor “The Value Proposition”
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May 22, 2025 John Thiel, Founder and Executive Chairperson of Indivisible Partners, brings nearly three decades of wealth management experience from Merrill Lynch. He discusses the evolving role of financial advisors and the necessity of innovative fintech solutions. John highlights his firm's independent model, allowing advisors to own their businesses while enhancing client satisfaction. He also addresses the importance of thoughtful transitions in retirement programs and the growing trend of advisors moving toward independence. The future of financial advising looks bright with collaboration and integrity driving change.
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Advisor as Core Value Proposition
- The advisor-client relationship is the most enduring and valuable in financial services.
- Indivisible Partners aims to put advisors at the center and redefine advice to improve client outcomes.
Advisors May Be Unaware of Tech Gaps
- Advisors might not know what advanced fintech tools they lack today.
- Emerging integrated tools will dramatically enhance decision quality and client outcomes.
Ownership Model at Indivisible Partners
- Advisors join Indivisible Partners as independent LLC owners with full business control.
- They earn profit shares in the larger partnership, creating shared ownership and incentives.
