The State of the Industry podcast is the go-to source for principals, advisors and decision-makers seeking insights into the trends, challenges, opportunities, and key M&A deals that are making news and changing our industry. Listen in as thought leaders give their opinions on the major industry developments and what advisors can be doing today to stay ahead of the curve.
Designed for both aspiring and established financial advisors as well as firm owners, our State of the Industry Podcast should be interesting for anyone looking to further understand the industry, develop their career, or care for their practice, employees, and clients. Visit https://allworthpartners.com/state-industry-podcast/ for more information.
My succession plan needed a succession plan
Allworth co-founder and program host Scott Hanson welcomes new Boston-area equity partner, Laurie Ingwersen, CFP®, co-owner of The Harvest Group. Laurie, whose business partner is her father, Roger Ingwersen, discusses why her firm elected to conduct their own due diligence, how Allworth’s internal culture is unique, and why she chose to partner with a larger firm rather than buy her father out.
Partnering with Allworth gave me back my life.
On this episode of State of the Industry podcast, “Partnering with Allworth gave me back my life,” host Scott Hanson discusses with equity-partner Kathleen Carpenter what the partnership has meant to the career tracks of her employees and what a pleasure it has been to reclaim some life-work balance.
Why the difficulty recruiting young advisors made partnering easier
The difference maker that is Allworth’s enhanced partner-employee career track
What it means to achieve a 99% client retention rate after the sale
The joy of relinquishing the day-to-day responsibilities of running an office
There was Allworth and then everyone else.
Allworth’s State of the Industry podcast: “There was Allworth and then everyone else.” Host Scott Hanson welcomes equity partner, Albuquerque-based advisor, Matt Keller, who discusses when his firm and two co-principals suddenly realized they needed to implement a succession plan.
Scott and Matt discuss:
The moment they knew needed a succession plan
What differentiated Allworth
How it feels to achieve a true work-life balance
The key differentiators between Allworth and other firms
What the merger has been like
Confronting the emotion of selling your practice.
On Allworth’s SOI podcast, “Confronting the emotion of selling your practice,” host and Allworth Co-Founder Scott Hanson welcomes David DeVoe, CEO of DeVoe & Company, to discuss their new collaborative white paper, “The Heart of the Deal,” an examination of the emotion behind selling one’s life work.
How a health emergency convinced me I needed a succession plan.
Allworth’s State of the Industry podcast: “How a health emergency convinced me I needed a succession plan.” Host Scott Hanson welcomes equity partner, Durham-area advisor, Eric Chetwood, who discusses how cancer motivated him to re-evaluate and improve his advisory work-life balance.
Scott and Eric discuss:
How being diagnosed with stage 4 cancer forever changed Eric’s priorities
How Allworth was different than the other firms he spoke with
Eric’s role with Allworth
How the partnership has simplified his life
What does unsustainable success look like?
On Allworth’s SOI podcast, “What does unsustainable success look like?” host and Allworth Co-Founder Scott Hanson welcomes, David Johanson, who speaks to how today’s regulatory requirements simply can’t be managed without the larger infrastructure of a partner firm.
I have been listening to Allworth's for many years and they are the best podcast on the air -
Thanks for all that you do for others, you guys are amazing.
Please never stop producing these :)