On this episode, program host and Allworth Co-CEO Scott Hanson welcomes Mark Shone, CEO of Shone Wealth Management of Walnut Creek, California, and the latest firm to partner with Allworth Financial. Shone and Hanson discuss the “a-ha” moment when Shone realized that he either had to make a big change to his business or get out of advising altogether. 

Key Takeaways:

  • How the responsibilities of operating a firm took the joy out of advising
  • What specifically attracted him to partner with Allworth
  • How Allworth offers more potential career options for his loyal staff
  • The reason he now wants to keep working for another 5-15 years
  • Where he looked for, and found, the inspiration to join forces with Allworth

To learn more, please visit: https://allworthpartners.com/

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