DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices.
*This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.
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DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices.
*This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.
Fostering Trust Between Advisors & Clients with John Thiel.
Advisor Revelations
36 minutes 2 seconds
3 months ago
Fostering Trust Between Advisors & Clients with John Thiel.
John Thiel is the founder of Indivisible Partners and the former head of Merrill Lynch Wealth Management, where he spent 27 years leading one of the most recognized names in financial services. Known for championing holistic, client-centric planning and advisor development, John brings deep industry expertise, a commitment to fiduciary excellence, and a vision for building modern, advisor-owned platforms that prioritize trust, transparency, and meaningful client outcomes.
This week, David Lau talks with John about his journey from Wall Street leadership to launching Indivisible Partners. They dive into the shifting landscape of financial advising—from product sales to comprehensive, personalized planning—and explore how Thiel’s new firm is reimagining the advisor-client relationship. With an emphasis on customization, cutting-edge technology, advisor ownership, and long-term impact, they discuss the importance of risk management, succession planning, and building scalable platforms for the future of RIAs.
Advisor Revelations
DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices.
*This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.
