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
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