John Thiel

CEO at Indivisible Partners

Speaker

As a Founder and our Executive Chairman, John’s multi-faceted role is to lead our Operating Committee structure in running the firm, attract the best advisor talent available, and serve as “the face of Indivisible” for public relations and social media. He also supports and guides teams in practice management and business growth drawing on his vision and experience shifting the client experience to one focused on achieving their desired outcomes.

Indivisible Partners is John’s vision come to fruition. He has long believed that financial services firms fall short of fully helping clients integrate their money decisions with the realities of their lives. The Indivisible Partners model enables advisors to use the latest data, analytics and tools within the rigor of an institutional-caliber process to improve the quality of today’s decisions without jeopardizing the plans of tomorrow through more robust impact analysis. The view is holistic, the process is collaborative, and the outcomes are rooted in the client’s best interest.

His 27 years at Merrill Lynch has prepared John for this moment. There, he accelerated growth and drove a dramatic cultural and strategic transformation to better serve clients’ needs. As Head of Wealth Management, he led Merrill’s shift into goals-based wealth management and became a renowned thought leader in the financial services industry. He grew revenue from $12.5B to $15B, doubled pre-tax margins to 28%, reengineered and grew the financial advisor training program and reduced experienced financial advisor attrition to historic lows of 2.5%.

Throughout his Merrill Lynch tenure, John cultivated an environment that fostered a powerful relationship of trust between clients and advisors. It is this culture that he and the leadership team are amplifying at Indivisible Partners. John continues to focus on servant leadership that empowers advisors to develop trusted relationships with clients while offering them easy-to-understand, outcomes-based advice. He believes this is where the industry is lacking and creates the space for Indivisible Partners to become the premier wealth management firm.