• Carolyn Armitage

  • Jun 2 2022
  • Length: 36 mins
  • Podcast

Carolyn Armitage

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  • Summary

  • “(Advisors) have been there through thick and thin holding their clients’ hands, and it is a very connected service business, where very few advisors are willing to sell out, so to speak, simply to get the highest deal structure for themselves. Most of them really want to make sure their clients are well taken care of, even before themselves.” In this episode, Tom Hine speaks with Carolyn Armitage. Carolyn is the Head of Thrivent Advisor Network and has over 30 years of experience in the wealth management industry. They discuss how the future care of an advisor's clients is often the most crucial factor in a deal structure, the conflict inherent in the "founders dilemma," the professionalization of the wealth management space, and the future impact of the COVID pandemic. Thrivent Advisor Network: https://www.thriventadvisornetwork.com/ Connect with Tom: https://www.linkedin.com/in/hinetom/ Feedback: https://www.capitalwm.com/successionfit-podcast Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Capital Wealth Management, LLC or CES Insurance Agency.
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