Allworth Financial's State of the Industry

Scott Hanson
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Allworth Financial's State of the Industry

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.

  1. 08/11/2023

    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.

    23min

  2. 19/10/2023

    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. Key Takeaways: 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

    19min

  3. 04/05/2023

    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

    18min

  4. 11/04/2023

    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.

    31min

  5. 22/03/2023

    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

    18min

  6. 26/10/2022

    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.

    18min

  7. 23/09/2022

    Making decisions for the people I care most about

    Host Scott Hanson welcomes equity partner, Phoenix-area advisor, Kelly Richards, who discusses how cancer forced him to re-evaluate and improve his advisory work-life balance. Hanson and Richards discuss: How being diagnosed with cancer forever changed Kelly Richards’ perspective Why the decision to partner with Allworth seems obvious now Richards’ role with Allworth Why it feels like the weight of the world has been lifted

    21min

  8. 08/02/2022

    Behind the scenes: Doing what’s best for my clients

    On February’s State of the Industry podcast, “Behind the scenes: Doing what’s best for my clients,” Allworth award-winning Co-Founder Scott Hanson welcomes new equity partner-advisor Jeffrey DeBoer, the President of $180M DeBoer Financial Group. The two discuss: The “a-ha” moment when DeBoer realized it was time for a new journey That there are times when the highest offer isn’t an offer at all The questions he asked more than a dozen potential partners What a business relationship really comes down to Jeff’s role at Allworth And, what it feels like to stop running a business and get back to advising

    25min
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Sobre

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.

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