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

On this episode, program host and Allworth Co-CEO Scott Hanson welcomes Mark Shone, CEO of Shone Wealth Management of Walnut Creek, California, and the latest firm to partner with Allworth Financial. Shone and Hanson discuss the “a-ha” moment when Shone realized that he either had to make a big change to his business or get out of advising altogether. 

Key Takeaways:

• How the responsibilities of operating a firm took the joy out of advising

To learn more, please visit: https://allworthpartners.com/

With 12 transactions under our belt, we have learned a lot about M&A best practices in our industry. How about you? Do you really understand what it takes to acquire or merge with a firm and realize the value of that deal in a meaningful way?

• How to find the right partner and cultural alignments

On this episode, Scott Hanson welcomes our newest team member, Scott Collins, who has recently assumed the role of Senior Vice President of Business Development. Scott now manages the vision, strategy, and key initiatives of the Partner Program.

Key Takeaways:

• Where our industry is headed and what forward-thinking advisors should be aware of

To learn more, please visit: https://allworthpartners.com/

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

Why would a successful independent advisor with his own RIA and an affiliation with a quality major independent broker dealer choose to merge his firm with an RIA 40 times his size?

One reason might be striking while the iron is hot.  Others include setting up an eventual succession plan, gaining the benefits of scale, help with growth and gaining equity in a firm that is growing faster and more reliably than his or her own firm.  If the end of 2020 is any indication, 2021 could be another record year for M&A activity.

On this episode of State of the Industry podcast, we welcome Scott Hanson: Co-Founder, Allworth Financial (Host) and Dave Bastoni: Founder and Principal of hybrid advisory firm Bastoni Financial Services.

Key Takeaways:

1. Review of M&A trends for 2020 and predictions for M&A in 2021

To learn more, please visit: https://allworthpartners.com/

On this episode of State of the Industry podcast, we welcome:

• Scott Hanson, Co-Founder, Allworth Financial (Host)

Key Takeaways:

• Why PFP’s Brian Murphy and Blake Davelaar chose Allworth Financial over every other suitor

On this episode of State of the Industry, we welcome:

• Scott Hanson, Co-Founder, Allworth Financial (Host)

Key Takeaways:

• How HBP Retirement Group and Hugh Phillips became part of Allworth Financial in a classic “sell and stay” transaction.

We hope you enjoy. You may subscribe to our podcast by clicking here on iTunes Podcasts.

M&A activity was slow over the last few months, but it was not all quiet. As the ground begins to thaw and offices begin to (cautiously) reopen, hear why some advisors have decided to join forces to secure the desired future for their firm and quit competing for the same clients. 

In this edition of our State of the Industry podcast, join Co-CEO and podcast host Scott Hanson as he welcomes Allworth’s newest partners, Bob Frater and Chris Brown, principals at Houston Asset Management.

Bob and Chris discuss:

• The logistics of the partnership

Finally, Scott welcomes Allworth’s Chief Operating Officer, Pete Engelken, who discusses firm valuations along with other aspects of the nine unique partnershipsAllworth has completed in just the last three years. 

Find out more here: https://allworthpartners.com/

On this episode of State of the Industry, we welcome:

• Scott Hanson, Co-Founder & Senior Partner, Allworth Financial (Host)

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