Monthly Archives: December 2021

Grow Your Brand Without Giving It Up with Carolyn Armitage



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 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
  • The importance of determining your ‘how’ and ‘why’ for growth to achieve independence with impact and success with significance.

Resources: WealthManagement.com | Thrivent Advisor Network | Carolyn Armitage


Adapting To Change With Fidelity Investments’ Amanda Robinson and Bill Spera



The needs and demands of younger generations of clients are changing dramatically, and advisors are going to have to change and evolve with them. And adapting to prospect and client expectations will change how financial advisors market their services as well.

In this episode, Davis Janowski, senior technology editor at WealthManagement.com is joined by Amanda Robinson, director of model portfolios business development and Bill Spera, director of market research at Fidelity Investments. They discuss what Fidelity research has shown are some of the key differences between Gen X, Y and Z expectations as compared to their Boomer forbearers. The firm also discusses some significant recent shifts in outsourcing trends among advisors, from technology to asset management.

In this episode, you will learn:

  • Some of the challenges advisors face in today’s market
  • What different generations are looking for from their advisor
  • How technology changes the way advisors market to and interact with clients
  • How advisors’ views on outsourcing have changed over the last few years.

Resources: WealthManagement.com | Fidelity Investments | Amanda Robinson | Bill Spera