Episodes
Wednesday Mar 11, 2020
Advisory Firms, Market Volatility and the Coronavirus
Wednesday Mar 11, 2020
Wednesday Mar 11, 2020
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
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