Pivoting from Challenges to Possibilities
When we look back at 2020, most of us think of what a trying time it was, of the struggles we all had, and the disruptions we all faced. And while all of those things were a part of our 2020, that’s not the whole picture. Because disruption leads to change, and change leads to opportunities.
“The momentum we gained in 2020 is going to carry us forward, to drive a bold new vision for how we serve advisors.” – Dan Arnold
While you were working harder than ever to help your clients meet their needs in an environment of uncertainty, we didn’t want to simply help you react to challenges but proactively help you thrive with new products, new financial technology, and new ways of working.
We were able to do that because it’s part of who we are, part of who we’ve always been, and part of who we are committed to being going forward. Supporting you is the core of what we do.
The momentum we gained in 2020 is going to carry us forward, to drive a bold new vision for how we serve financial advisors and push us to redefine the independent model, creating a simple, straightforward platform that serves advisors across the entire marketplace.
Of course, none of this would be possible without you. You and the incredible work you do for your clients is what inspires us and pushes us forward. Your greatness is our goal, and we will never waver on that.
You will see that more than ever this year, and we are looking forward to partnering with you on the journey through 2021.