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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 Oct 19, 2023
Thursday Oct 19, 2023
On this episode of State of the Industry podcast, “Partnering with Allworth gave me back my life,” host Scott Hanson discusses with equity-partner Kathleen Carpenter what the partnership has meant to the career tracks of her employees and what a pleasure it has been to reclaim some life-work balance.
Key Takeaways:
- Why the difficulty recruiting young advisors made partnering easier
- The difference maker that is Allworth’s enhanced partner-employee career track
- What it means to achieve a 99% client retention rate after the sale
- The joy of relinquishing the day-to-day responsibilities of running an office