John Thiel is the founder of Indivisible Partners and the former head of Merrill Lynch Wealth Management, where he spent 27 years leading one of the most recognized names in financial services. Known for championing holistic, client-centric planning and advisor development, John brings deep industry expertise, a commitment to fiduciary excellence, and a vision for building modern, advisor-owned platforms that prioritize trust, transparency, and meaningful client outcomes.

This week, David Lau talks with John about his journey from Wall Street leadership to launching Indivisible Partners. They dive into the shifting landscape of financial advising—from product sales to comprehensive, personalized planning—and explore how Thiel’s new firm is reimagining the advisor-client relationship. With an emphasis on customization, cutting-edge technology, advisor ownership, and long-term impact, they discuss the importance of risk management, succession planning, and building scalable platforms for the future of RIAs.