The Long-term Operational Effects of the Pandemic

This month’s episode features two incredible guests: Rob Ziliak, Chief Operating Officer at Buckingham Wealth Partners and Ryan Armock, Head of Operations at Thrivent Advisor Network. 

Founded in 2019, Thrivent currently has 450 employees, and manages $6.5B in AUM.  Buckingham Wealth Partners, a well-known RIA founded in 1994, currently manages $65B in collective assets between Buckingham Strategic Wealth and Buckingham Strategic Partners and has 540 employees. 

Together, Matt, Rob, and Ryan discuss the effect their respective roles play in creating and ensuring a great client experience and much more, including:

  • An overview of each firm and their respective strategies for growth
  • How each firm has adapted their business throughout the pandemic and the long-term effects of these changes
  • What our guests are doing to attract the best talent in the current job market
  • How our guests’ roles in operations impact their firm’s M&A strategy 

Related: How Operations in Advisor Firms Drive Excellence