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Luke Winskowski is Head of Thrivent Advisor Network, a hybrid RIA platform launched in late 2019 that works with advisors interested in aligning their clients’ resources with their values. He is one of WealthManagement.com’s 10 to Watch in 2021. In this episode of Permission to Succeed, he and Doug Heikkinen discuss how financial advisors have responded to and evolved as the COVID-19 virus forced acceleration in all areas of their business. They also discuss:
- Existing in the world of being remote
- Key trends in 2020 that will drive action in 2021
- What a purpose-driven advisor is, and how they add value to their clients’ lives
- How mentors and personal stories have shaped Luke and his career in financial services
- Why Luke is excited for 2021
- Advice Luke has for those just starting out in financial services
Resources: Thrivent | Thrivent Advisor Network