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Enjoy listening to Allworth Financial’s Co-Founder, Scott Hanson, as he interviews financial advisory thought leaders about what’s happening today, where our industry is headed tomorrow, and what it means for the typical advisor.
Episodes
Monday May 17, 2021
Monday May 17, 2021
On this episode, program host and Allworth Co-CEO Scott Hanson welcomes Mark Shone, CEO of Shone Wealth Management of Walnut Creek, California, and the latest firm to partner with Allworth Financial. Shone and Hanson discuss the “a-ha” moment when Shone realized that he either had to make a big change to his business or get out of advising altogether.
Key Takeaways:
- How the responsibilities of operating a firm took the joy out of advising
- What specifically attracted him to partner with Allworth
- How Allworth offers more potential career options for his loyal staff
- The reason he now wants to keep working for another 5-15 years
- Where he looked for, and found, the inspiration to join forces with Allworth
To learn more, please visit: https://allworthpartners.com/