Guests:

  • Host: Scott Hanson, Co-Founder and Co-CEO, Allworth Financial
  • Brandon Kawal, Principal at Advisor Growth Strategies
  • Pat McClain, Co-Founder and Co-CEO, Allworth Financial

In this episode you will learn:

  • The latest research about growth opportunities in the advisory sector
  • Why firms are seeking internal or external succession plans
  • What makes a plan succeed or fail
  • How succession plans can help to scale and grow a business
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