Business Freedom for Financial Advisors

You were trained to be an advisor…but not as an entrepreneur. We offer the business training every advisor needs for sustainable business success.

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$599 / month * Receive a 10% Discount if you choose to pay annually

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Why 3rivers

Who We’re For

You’re an advisor who is open, growth-minded, and hungry to gain freedom and control over your business.

Why Us

3rivers leadership are renowned advisors, business leaders, and industry advocates. Unlike retired advisors who take up consulting, our founder’s practices consistently qualify for Chairman’s Council and Chairman’s Club at LPL Financial.

What You Get

Unlimited access to an ongoing expansion of online training tools and videos spanning three distinct areas of focus: Finances, Business Processes, and Personal and Professional Growth. In addition to unlimited access to the platform, we offer a quarterly webinar, exclusive to subscribers with direct access to Judy, Nancy and Lisa. Ask questions, brainstorm and get help implementing what you’ve learned.

About 3rivers

No Coding

Elevate your business by gaining a command of your finances. We know that advisors are great at building financial plans for their clients but many fail to apply the same principles with their own businesses. You’ll learn the most important financial concepts and use the very tools we use in our own practices to apply immediately in your business.

  • You Own A Business, Now What?
  • What Does Net/Net Mean?
  • The Easy Way to Talk about Fees
  • Building an All-Star Professional Team
  • How Well do You Know Your Practice Metrics
No Coding

Enhance your ability to endure the many ups and downs of business ownership. The processes, systems and best practices for running a business are the backbone for success and sustainability. With 3rivers you’ll learn to manage your team better, your calendar easier, your client communication simpler, and create back-office workflows for the life of your career.

  • Creating Your Company Calendar
  • You Have a Team – But Who Does What?
  • Partnering with your Broker Dealer
  • How to Train New Team Members
  • How to Retain Wealth Transfers from a Divorce or a Death
No Coding

Personal and professional growth go hand-in-hand. In fact, when advisors stop growing, their businesses typically do too. We’ll support your journey with tools, resources and exercises that will help you see the bigger picture.

  • Changing Your Habits
  • Who’s Influencing You?
  • Crisis Management 101
  • Asking for Referrals
  • Personal Financial Management
  • Collaboration vs Competitiveness

Interested in a free tool?

Try our Advisor2Business Leader Assessment

Interested in a free tool?

The Team

Judy VanArsdale

Managing Partner
No Coding

Company Finances and Value

Founder: Lakeview Wealth Management

Nancy Knous, CFP®

Managing Partner
No Coding

Personal and Professional Growth

Founder: Benchmark Wealth Management

Lisa VanArsdale

Managing Partner
No Coding

Business Processes and Workflow

Founder: Lakeview Wealth Management


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Frequently Asked Questions

If you are like any of the thousands of advisors we’ve consulted over the years you’ve been trained (and trained well) in finance and sales…but not business management. 3rivers is passionate about helping advisors learn how to run a business – not just a practice. Our entire training emphasis is oriented around helping you to run a team, managing your finances and improve the operational efficiency of your business so you can run it like a CEO.

It’s all about who. The leaders of our team have over 50 years combined experience, are award winning advisors within LPL Financial's community of advisors, and are consistently booked for main-stage speaking slots at top events. They are widely regarded as leaders and advocates in the industry.

We recognize you have unique needs and are coming to us with different goals, time constraints, and levels of experience. Therefore, our training is not a traditional course. Instead the content is provided in an open architecture format that allows you to pursue your own needs – watch what you want, when you want, as many times as you need. Each module contains a tool of some kind, a checklist, a form, an example, and then a training video to show you how to use it.

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.