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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
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