27 min

Behind the Scenes: Acquisition Announcemen‪t‬ Allworth Financial's State of the Industry

    • Business

On this episode of State of the Industry podcast, we welcome:
Scott Hanson, Co-Founder, Allworth Financial (Host)
Brian Murphy, President of Tucson’s Pathways Financial Partners
Blake Davelaar, CFP® and second in command at Pathways
Key Takeaways:
Why PFP’s Brian Murphy and Blake Davelaar chose Allworth Financial over every other suitor
What the partnership means for clients
The different professional motivations for Brian, in his 60s, and Blake, who hopes to work for another 30 years
How the special niche of client that PFP serves stands to benefit from the partnership
Why both Brian and Blake are more excited about the future than ever before

On this episode of State of the Industry podcast, we welcome:
Scott Hanson, Co-Founder, Allworth Financial (Host)
Brian Murphy, President of Tucson’s Pathways Financial Partners
Blake Davelaar, CFP® and second in command at Pathways
Key Takeaways:
Why PFP’s Brian Murphy and Blake Davelaar chose Allworth Financial over every other suitor
What the partnership means for clients
The different professional motivations for Brian, in his 60s, and Blake, who hopes to work for another 30 years
How the special niche of client that PFP serves stands to benefit from the partnership
Why both Brian and Blake are more excited about the future than ever before

27 min

Top Podcasts In Business