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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
Monday Jan 11, 2021
Monday Jan 11, 2021
On this episode of SOI podcast, we welcome Scott Hanson,: Co-Founder of Allworth Financial as our host. He shares an insightful discussion with Chris Oddy, Allworth's Chief Financial Officer
Key Takeaways:
- The reasons behind the blistering acceleration of M&A
- What’s a fair selling price for a firm in the $200M to $300M AUM range?
- What principals can do to prepare for a potential merger or sale
- Why firms should focus on revenue streams, growth and client mix
- Why 2021 might be a surprising year
- Understanding the importance of the distribution of fixed and variable costs when considering partnering with outside investors