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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 Aug 16, 2021
Monday Aug 16, 2021
Allworth Co-CEO Scott Hanson welcomes former RAA CEO John Bentley, the current Sr. Vice President of Allworth, and current Allworth COO Pete Engelken. The three talk about how two different. firms become a team, and how the COVID-19 pandemic added numerous unexpected challenges to the RAA/Allworth Financial unification that built trust and made the bond between the two firms stronger.
Key Takeaways:
- What John Bentley and the RAA leadership were looking for in a partnership
- How the onset of COVID expedited the fledgling RAA/Allworth unification
- What happens behind the scenes when a $2.8 billion firm partners with Allworth?
- Why so many team members at RAA have found bigger roles with Allworth
- What was different about this partnership from any other
- Why there is no “one size fits” road map for combining firms, and how that leads to opportunity