Episodes
![There was Allworth and then everyone else.](https://pbcdn1.podbean.com/imglogo/image-logo/1416422/Show-Tile_SOI2_300x300.jpg)
Thursday May 04, 2023
There was Allworth and then everyone else.
Thursday May 04, 2023
Thursday May 04, 2023
Allworth’s State of the Industry podcast: “There was Allworth and then everyone else.” Host Scott Hanson welcomes equity partner, Albuquerque-based advisor, Matt Keller, who discusses when his firm and two co-principals suddenly realized they needed to implement a succession plan.
Scott and Matt discuss:
- The moment they knew needed a succession plan
- What differentiated Allworth
- How it feels to achieve a true work-life balance
- The key differentiators between Allworth and other firms
- What the merger has been like
Version: 20240320