Confident businessman standing in office

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.

Change client lives

Empower employees

Make a difference in your community

Change client lives

Empower employees

Make a difference in your community

Presentations

Access insight and explore how financial advisors
can use their businesses for good while driving new growth.

Purpose Driven -
A Business Imperative

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.

Download

Why Pro Bono is Good
for Your Business

Powered by the Foundation for Financial Planning, see how encouraging pro bono gives firms the competitive edge to influence employer choices.

Download

Delivering Clients'
Highest Aspirations

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.

Download

Purpose Driven -
A Business Imperative

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.

Download

Why Pro Bono is Good
for Your Business

Powered by the Foundation for Financial Planning, see how encouraging pro bono gives firms the competitive edge to influence employer choices.

Download

Delivering Clients'
Highest Aspirations

Download

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.

Organizations and tools
to find new ideas

There are countless organizations and professional industry groups you can lean on to glean best practices and implement new programs.

Download

See purpose in action

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.

Watch the panel

Organizations and tools
to find new ideas

There are countless organizations and professional industry groups you can lean on to glean best practices and implement new programs.

Download

See purpose in action

Watch the panel

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.

Eligible for up to $10,000

Per year to host community events to lift up and give back

Access to Thrivent resources

Lead fundraising and volunteer events

Pro bono opportunities

Via our partnership with the Foundation for Financial Planning

Eligible for up to $10,000

Per year to host community events to lift up and give back

Access to Thrivent resources

Lead fundraising and volunteer events

Pro bono opportunities

Via our partnership with the Foundation for Financial Planning

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.

Learn more