As Managing Partner at 3rivers, Lisa VanArsdale grew up in the business of financial services. The Chicago native has worked at Lakeview Wealth Management since high school.
Now a co-owner of the firm with her mother Judy VanArsdale, they serve over 800 households. At Lakeview Lisa also currently leads their operations and team development while supporting portfolio management and financial research.
With her broker dealer LPL Financial, Lisa also currently sits on the Advisor Inclusion Council, Government Relations Council, Independent Advisor Institute Advisory Board and previously served on the Service and Operations Council.
3rivers leadership are renowned advisors, business leaders, and industry advocates. Lisa VanArsdale, Nancy Knous and Judy VanArsdale founded 3rivers in October 2020. These three LPL Financial Advisors have developed a program to encourage financial advisors to be more sophisticated business owners. We love what we’re doing today and will continue to serve our clients. But we also have wisdom about running a business that we want to share with the industry. 3rivers gives us a simple way to share those best practices with more people, easier and faster, in an organized way.
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What You’ll Learn in This Episode
- What led Lisa and her partners to launch 3rivers
- Who needs 3rivers and why
- What Financial Advisors gain access to if they joined the platform
- The charitable aspect of 3rivers
