Allworth Financial's State of the Industry

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