Female-led 3rivers Brings Much-Needed Business Resource to the Financial Planning Industry
Nancy Knous, Lisa VanArsdale and Judy VanArsdale, Managing Partners at 3rivers, an online tool they created to help industry advisors and planners focus on running their practice joins Enterprise Radio.
Listen to host Eric Dye & guests Nancy Knous, Lisa VanArsdale and Judy VanArsdale discuss the following:
- What was happening within the financial industry landscape that compelled you to develop 3rivers? What gap was it filling in the industry?
- What do each of you bring to the table that you identified as a pillar of the program?
- What types of information have you recently added to the tool that address current industry trends?
- Explain the process once the customer signs up.
- What is the biggest misconception among your clientele and industry peers that you’re looking to shed light on?
Judy VanArsdale is an LPL Financial Advisor and Partner at Lakeview Wealth Management in Deer Park, IL and a Managing Partner at 3rivers. Judy is in the top 1% at LPL Financial and has a seat on the LPL Advisor Council and the LPL Government Relations Council, serving as Board President. She was named to Forbes “Best in State” for 2020 and 2021 and Forbes “Top Women Advisors” for 2020, and has been an advocate and voice on behalf of the industry for many years.
Nancy Knous, CFP® is Founder and CEO of Benchmark Wealth Management in Memphis, TN and a Managing Partner of 3rivers. She brings 30 years of experience as a financial planner and is a SmartVestor Pro. Her registrations, held with LPL Financial, include Series 7, 63 and 24, and she is licensed in 25 states. She is a graduate of New Memphis Institute, formerly The Leadership Academy, a professor of Personal Finance at the University of Tennessee School of Pharmacy, and has delivered talks at several national leadership conferences for LPL Financial.
Lisa VanArsdale is an LPL Financial Advisor and Partner at Lakeview Wealth Management in Deer Park, IL and a Managing Partner at 3rivers. She grew up in the business of financial services and has worked at Lakeview Wealth Management since high school. Now a partner, Lisa currently leads operations for the firm while also supporting portfolio management and financial research. Lisa holds her series 7 and 66 and has health and life insurance licenses. She currently sits on the Advisor Inclusion Council, Government Relations Council, Independent Advisor Institute Advisory Board at LPL Financial.
Together, they created 3rivers, a training tool for financial planners and advisors to help run their practice as a business and become their best advisor self. This monthly subscription-based service takes advisors and planners on a developmental journey with new resources and insights added bi-weekly that focus the strengths that these three women bring to the industry table: company finance and value, personal and professional growth, and business processes and workflow.
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