Building a profitable and purpose driven business
Get resources to help your purpose
Being a purpose-driven business has now become critically important, with consumers and employees demanding companies have a higher purpose than just profits. But you don't have to go it alone - we're here with resources to help you multiply your impact.
Presentations
Access insight and explore how financial advisors
can use their businesses for good while driving new growth.
can use their businesses for good while driving new growth.
Get the blueprint to build an RIA business that puts purpose and profit side-by-side as presented by Juli Wilder, Head of Growth at Thrivent Advisor Network.
Powered by the Foundation for Financial Planning, see how encouraging pro bono gives firms the competitive edge to influence employer choices.
Learn how the Chartered Advisor in Philanthropy® (CAP) designation can help advisors deliver 21st century approaches to philanthropic planning, offered through The American College of Financial Services.
Get the blueprint to build an RIA business that puts purpose and profit side-by-side as presented by Juli Wilder, Head of Growth at Thrivent Advisor Network.
Powered by the Foundation for Financial Planning, see how encouraging pro bono gives firms the competitive edge to influence employer choices.
Learn how the Chartered Advisor in Philanthropy® (CAP) designation can help advisors deliver 21st century approaches to philanthropic planning, offered through The American College of Financial Services.
Additional resources
Building a purpose-driven business doesn’t happen overnight, and it doesn’t happen alone either. Leading and growing a purpose-driven wealth management business is a calling and requires long-term commitment.
There are countless organizations and professional industry groups you can lean on to glean best practices and implement new programs.
Hear TAN's Purpose Panel at the Future Proof Festival in Huntington Beach, featuring Wing Lam, Co-Founder and Partner of the SoCal taco empire Wahoo’s, Robert Horry, NBA Legend, Jason Drews, Founder and Wealth Advisor at M25 Advisors, and our own Head of Technology Jeff Haines.
There are countless organizations and professional industry groups you can lean on to glean best practices and implement new programs.
Hear TAN's Purpose Panel at the Future Proof Festival in Huntington Beach, featuring Wing Lam, Co-Founder and Partner of the SoCal taco empire Wahoo’s, Robert Horry, NBA Legend, Jason Drews, Founder and Wealth Advisor at M25 Advisors, and our own Head of Technology Jeff Haines.
Learn more about leading with purpose
Compassion is at the heart of how Thrivent Advisor Network leads and serves. Through our comprehensive Generosity Programs, we offer benefits to support the communities and causes that are important to TAN affiliated advisors.
Per year to host community events to lift up and give back
Lead fundraising and volunteer events
Per year to host community events to lift up and give back
Lead fundraising and volunteer events
Reach out to us
We believe financial advisors are in a unique position to help change lives. Get in touch with us if you would like more information on
leading with purpose.
leading with purpose.