Episodes

Saturday Oct 26, 2019
Serving a Niche to Grow Your Business + an Exciting Acquisition Announcement
Saturday Oct 26, 2019
Saturday Oct 26, 2019
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

Thursday Aug 22, 2019
How To Position Your Firm for a Favorable Valuation
Thursday Aug 22, 2019
Thursday Aug 22, 2019
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/

Friday Jun 07, 2019
Goldman Sachs Acquires United Capital - Industry Leaders Weigh In
Friday Jun 07, 2019
Friday Jun 07, 2019
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.