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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
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/