John Thiel, Executive Chairman of Indivisible Partners, joined Julie Cooling, Founder and CEO of RIA Channel, to share his perspective on what it means to be a financial advisor today and why now is the time to build something better.
Thiel, who began his advisory career in 1989 and went on to lead global wealth management at Merrill Lynch, states that the most enduring relationship in business is the one between advisors and their clients. He described financial advice as a noble profession and one that deserves better alignment, better tools, and a renewed focus on delivering meaningful outcomes.
Indivisible Partners is an independent advisory firm that supports advisors in this noble pursuit, seeking to redefine advice as the quality of decisions advisors help their clients to make. Built to put advisors and their clients back in focus, Indivisible serves a select group of growth-minded, fiduciary advisors who value full ownership of their business and the hands-on partnership of a seasoned team of industry leaders.
As a newly built firm, Indivisible Partners benefits from a modern, fully integrated technology stack with no legacy systems to slow advisors down. The platform was designed to be fully customizable for both advisors and their clients, with best-in-class planning and advice tools, expansive investment solutions, and a seamless client experience. Thiel noted that today’s APIs allow systems to work together effortlessly, making the platform not only flexible and future-ready but also easy to adapt as needs evolve.
Thiel also emphasized that the $140 trillion generational wealth transfer and the liquidity events tied to family-owned business transitions represent the most significant organic growth opportunities for advisors in the coming decade. He explained that Indivisible is intentionally building capabilities—tools, expertise, and planning frameworks—that empower advisors to capture this opportunity and serve both current and next-generation clients with confidence. Thiel also underscored the importance of succession planning, noting that client transitions are most successful when younger advisors are meaningfully integrated into client relationships well before a senior advisor steps away.
For advisors looking to own their future and build lasting impact, Thiel made it clear—Indivisible Partners is purpose-built to support that journey.
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