EP 39 - Rob Ziliak of Buckingham Wealth Partners and Ryan Armock of Thrivent Advisor Network

The COO Roundtable

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

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Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as “Thrivent”), a registered investment adviser. Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Thrivent Advisor Network reported over $5.3 billion in AUM in its latest annual Form ADV filing. Thrivent Financial for Lutherans is ranked 369 on the Fortune 500. (Fortune Magazine, June 2021).

Correction: When Ryan Armock states, "…and that brings us to where we are at today with about six and a half billion in assets under management, about 450 employees and about 300 IARs.” the correct number is 200 IARs.