For financial advisors that have long relied on face-to-face interactions to build strong client relationships, 2020 presented a unique challenge that forced an accelerated evolution of advisors’ client and prospect engagement models.
In the latest episode of the Permission to Succeed podcast, Thrivent’s Senior Vice President of Advice and Wealth Management Luke Winskowski spoke with host Doug Heikkinen about how financial advisors have responded and adapted, and what lessons the entire industry can carry into 2021.
Luke also shares his perspectives on what is means to be a purpose-driven advisor and how Thrivent Advisor Network is supporting advisors in adding meaningful value to their clients’ lives.
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Manage Your Clients’ Assets with Intention