On this episode of State of the Industry, we welcome the following guests to the panel. Each offering a unique perspective on mergers and acquisitions in our space, the pros and cons of serving a niche market, and the announcement of an exciting partnership between Allworth and RAA:

  • Scott Hanson, Co-Founder and Co-CEO, Allworth Financial (Host)
  • Pat McClain, Co-Founder and Co-CEO, Allworth Financial 
  • Andrew Dodson, Managing Partner, Parthenon Capital Partners
  • Jeffrey Baumert, President & COO, RAA

Key Takeaways:

  • How Allworth grew their firm in a niche space
  • How to navigate the potential of a bear market
  • Why private equity is interesting in the financial advisory space and is more interest to come?
  • The pros and cons of serving a niche market
  • The story of RAA and their airline community niche focus
  • How RAA grew to $2.8B AUM in a select niche market
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