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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 May 28, 2020
Thursday May 28, 2020
On this episode of State of the Industry, we welcome:
- Scott Hanson, Co-Founder & Senior Partner, Allworth Financial (Host)
- Matt Brinker, Former head of M&A for United Capital and current Managing Partner at Merchant
- Bob Sponseller, Founder, Capstone Capital, Inc.
Each guest offers a unique perspective on the current state of RIA M&A and how advisors can position themselves in the current marketplace to best serve client and personal goals.
Key Takeaways:
- The strategy behind United Capital’s growth and success
- Unique opportunities for growth for RIAs during a disruptive time period
- What kind of firms and advisors make good strategic partners for acquisitive firms
- How COVID-19 provides opportunity for resourceful advisors
- Predictions for post-coronavirus M&A activity
- Allworth’s most recent acquisition, Bob Sponseller, discusses reaching a growth ceiling and why he’s decided to partner with Allworth