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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.
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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