In this interview with Julie Cooling, Founder and CEO of RIA Channel, Executive Chairman John Thiel shares his vision for reshaping the advisory profession. Reflecting on his experience in leading global wealth management at Merrill Lynch, Thiel describes financial advice as a noble calling in need of better alignment, tools, and focus on meaningful outcomes for clients
The conversation delves into how Indivisible Partners is being built from the ground up—with a modern, fully integrated technology stack prioritizing customization, seamless planning tools, and advisor-client collaboration.
*Courtesy of RIA Channel
