Allworth Financial's State of the Industry

On this special episode of State of the Industry, we provide an 8 Minute Video Update on the most pressing issues facing the financial advisory space today.

Today’s topics include:

• How to look at your business with fresh eyes
• Keeping a keen focus on client communication
• Ways to serve clients by leveraging new technology
• How to get creative with service offerings
• Understanding options for pricing structures

Our hosts:

• Scott Hanson, Co-Founder and Co-CEO, Allworth Financial 
• Pat McClain, Co-Founder and Co-CEO, Allworth Financial

In this special edition State of the Industry Podcast, our Co-Founder and Senior Partner, Scott Hanson discusses the precautions, communications and steps Allworth Financial is taking in response to the Coronavirus and market volatility.

On this episode, we welcome: 

• Scott Hanson, Co-Founder and Co-CEO, Allworth Financial (Host)
• Brad Boekestein, Vice President of Marketing, Allworth Financial
• Julie Anderson, Vice President of Human Resources, SPHR^®, Allworth Financial

Key Takeaways:

• What advisors need to know about conducting business
• How advisors are handling external client communication
• What precautions are being taken by staff and employees
• Employee management, operations, and contingency plans

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

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

We are back with our second episodeof the State of the Industry Podcast, where we welcome the following guests to the panel: Scott Hanson, Co-Founder of Allworth Financial, Ryan Grau, VP of Business Valuation Services at FP Transitions, and Chris Oddy, CFO of Allworth Financial.

Key Takeaways:

• Key metrics to track based on business goals and objectives
• Industry M&A deal trends
• Succession plan options and when to start implementing them
• What investors look for when evaluating a business
• What the average advisor can focus on to drive value

Please take a listen and let us know what you think. To learn more, please visit: https://allworthpartners.com/soti-episode-2/

On this episode of State of the Industry, Scott Hanson welcomes three insightful guests, each offering a unique perspective:

• Charles “Chip” Roame, Managing Partner of Tiburon Strategic Advisors
• Andrew Dodson, Managing Partner, Parthenon Capital Partners
• David DeVoe, Managing Partner for DeVoe & Company.

This episode includes an analysis of Goldman Sachs' recent purchase of United Capital,and whether this is the ‘new normal’ for our industry.

Followed by that, a conversation about which entities are making the most 'noise' on the acquisitions front, and what forward-thinking principals and advisors need to know about how this trend could affect their practices and employees.