There’s never been a better time to start Thriving.

A Fast Growing Industry- The financial services industry is one of the largest businesses in the world.  Retirement planning is projected to be one of the fastest-growing industries in the next decade. Currently, approximately 10,000 baby boomers per day turn 65 years old*. They are looking at retirement planning options and are afraid of the challenges that face them. This represents an unprecedented opportunity in the financial services marketplace.

A Changing Landscape- Thrive Capital Managment is the Independent Registered Advisory arm of our business that provides personalized financial advice to clients whom have complex financial needs. Because our advisors are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care and are required to act in the best interests of their clients at all times. The Department of Labor now requires all financial advisors to abide by a “fiduciary” standard- putting their client’s best interests before their own profits. This means being able to show prospects ALL of their options and matching them with what fits their needs best. Thrive Capital Management in combination with Thrive Financial Services puts you in a position to do that with every client and truly act in their best interest, everytime.

Access to a proprietary platform that contains marketing, selling, training and success planning tools.  We have a business system to EMPOWER our Advisors and Agents to thrive in the financial services industry by enhancing their business growth, income and practice. Thrive Financial Services, we are proud of the work we do. We were founded on a mission to be recognized as the preeminent financial planning firm in providing world class customer service, trusted advice, superior, and cost effective solutions to families, individuals, and small business owners, while offering our team a successful career in financial services.

  • ThriveDrive-  A built-in entrepreneurial support system and internal database that provides customized business-tracking tools, presentations, training, motivation and the latest company news and information – all at your fingertips.

  • Generational Vault  Our clients can log onto the Generational Vault and access most of their Thrive accounts, products and contact information for their representative, allowing them to conduct business at their convenience.

  • Marketing  You will have access to some of the most innovative marketing in the industry: personalized websites, videos, CRM system, automated email marketing campaigns, social media, client seminars and more.

  • Publications  Access to Financial tuned radio, magazine articles, author your own book and media kits, etc.

  • Proven Sales Systems   We provide access to both proprietary and our strategic partner turnkey systems. These systems provide comprehensive checklists, video tutorials, step-by-step appointment instructions, pre-designed advertising, etc.

  • Rewards and Recognitions  We reward our top producers with incentive trips to world-class destinations and the most incredible recognition program in the industry.

  • Strategic Partner Sponsors  One of the premier value propositions is our relationship that has been developed with strategic coaching systems. This coaching is done by some of the most successful financial advisors in the nation; such as E-Myth Financial Advisor, Annuity Boot Camp, Empower Academy and Strategic Coach. Coaching sessions are held both onsite and in sponsor locations.

0%
Increase in the Financial Planning field.
0
Baby Boomers turn 65 every day.
0%
of people near retirement have not saved for it
0%
Of people over 65 rely on Social Security as their primary source of income.

Our Next Big Investment Is In You!

Let’s Talk About Taking Your Career To New Heights.

My experience at Thrive has beyond exceeded my expectations! I knew my capabilities were untapped and my income was not meeting my personal goals. Within a few days David reached out. Quite skeptical, I attended one of their social security education workshops and the rest is history David Bezar and Bret Elam’s professionalism, polish and true sincerity created a response from the audience that made me say hey I can do this! Their system and processes are in place so that you can succeed and the staff are your cheerleaders and will help you reach your goals. After conducting our first workshop as representatives of Thrive, my partner and I are on track to write $750,000 in annuities along with solutions! It’s a beautiful thing! Thank you Thrive!
Sherri Eigen, Financial Proffesional
My job is much more relationship based now. I truly feel that I can be an advocate for my clients. I love the ‘safe money’ approach that Thrive preaches. They live it every single day. I really didn’t like where traditional banking was going, and didn’t feel the banks had clients’ best interests at heart. Now I’m able to reach my clients and feel confident knowing that we delivered the best solution for their financial future.
Jordan Cohen , Agency Development Manager, Financial Consultant
I am a CFP with 26 years of experience in the financial services industry as both a producer and manager. In recent years, the benefits of that model were outweighed by the restrictions on both flexibility and compensation. That lead me to explore the “independent” options available in our world, which has its own set of different frustrations; until my path crossed with the principals at Thrive. This firm was established by successful advisors like myself to address the same deficiencies I encountered, while providing the required support to maximize your potential…….to Thrive. My first months with the Thrive Financial Services have confirmed all of that and I am excited about a future where I can expand my business in the manner I choose. I’m also proud to be part of a firm that is clearly positioned to become a substantial player in the region.
Lou Manzo, CFP

Come In And Check Us Out,

We’d Love To Say Hello!

CONTACT INFO

  • 1015 Virginia Drive
    Suite 210
    Fort Washington, PA 19034
  • Phone 800-516-5861
  • General
    info@thrivefinancialservices.com

CONTACT US






Upload Your Resume


FIND US