WealthManagement.com: Shannon Rosic Interviews John Thiel on empowering advisors with innovative technology and streamlined workflows to enhance the advisor-client experience
Indivisible Partners focuses on supporting financial advisors by enhancing the advisor-client relationship and leveraging modern technology. In this conversation, Executive Chairman, John Thiel discusses how the firm is reshaping wealth management, emphasizing the advisor-client relationship, advanced technology integration, and the evolving role of AI in the industry. By adopting flexible and adaptable technology, Indivisible Partners aims to create an environment where advisors can spend more time with clients and provide personalized financial guidance.
