Allworth Financial's State of the Industry

Allworth Financial's State of the Industry

By Scott HansonBusiness
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Allworth Financial's State of the Industry episodes

  • 8-Minute Update: Thank Goodness We Diversified - How Taking Chips Off The Table Helped Us Mitigate Risk and Lower Stress

    On this special episode of State of the Industry, we provide an 8-Minute Video Update on the most pressing issues facing the financial advisory space today.

    Today’s topics include:

    • How diversifying the company’s ownership helped us as business owners
  • How our capital partners have enabled us to better navigate this uncertain time
  • Our growth path since partnering with a private equity firm
  • What partnering with a larger firm could mean for your business and clients
  • Why it’s never too early to consider your options for succession

    • Our hosts:

    • Scott Hanson, Co-Founder and Co-CEO, Allworth Financial (Host)
  • Pat McClain, Co-Founder and Co-CEO, Allworth Financial

    • We hope you enjoy. To see the video, please click here or copy the URL and paste it into your browser:https://allworthpartners.com/8-minute-update-diversifying/

    10 min
  • 8-Minute Update Video: Question Everything – Your Business Going Forward

    On this special episode of State of the Industry, we provide an 8-Minute Video Update on the most pressing issues facing the financial advisory space today.

    Today’s topics include:

    • How to take an introspective look at your business
  • What areas of your business you should be taking inventory on
  • Creative ideas for new service offerings, delivery methods and pricing models
  • Assessing your organization’s openness to change

    • Our hosts:

    • Scott Hanson, Co-Founder and Co-CEO, Allworth Financial (Host)
  • Pat McClain, Co-Founder and Co-CEO, Allworth Financial

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

    9 min
  • 8-Minute Update: Finding Opportunities in a Challenging Environment

    On this special episode of State of the Industry, we provide an 8 Minute Video Update on the most pressing issues facing the financial advisory space today.

    Today’s topics include:

    • How to look at your business with fresh eyes
  • Keeping a keen focus on client communication
  • Ways to serve clients by leveraging new technology
  • How to get creative with service offerings
  • Understanding options for pricing structures

    • Our hosts:

    • Scott Hanson, Co-Founder and Co-CEO, Allworth Financial 
  • Pat McClain, Co-Founder and Co-CEO, Allworth Financial
    • 9 min
  • Advisory Firms, Market Volatility and the Coronavirus

    In this special edition State of the Industry Podcast, our Co-Founder and Senior Partner, Scott Hanson discusses the precautions, communications and steps Allworth Financial is taking in response to the Coronavirus and market volatility.

    On this episode, we welcome: 

    • Scott Hanson, Co-Founder and Co-CEO, Allworth Financial (Host)
  • Brad Boekestein, Vice President of Marketing, Allworth Financial
  • Julie Anderson, Vice President of Human Resources, SPHR®, Allworth Financial

    • Key Takeaways:

    • What advisors need to know about conducting business
  • How advisors are handling external client communication
  • What precautions are being taken by staff and employees
  • Employee management, operations, and contingency plans
    • 24 min
  • Succession Planning to Enable Growth

    Guests:

    • Host: Scott Hanson, Co-Founder and Co-CEO, Allworth Financial
  • Brandon Kawal, Principal at Advisor Growth Strategies
  • Pat McClain, Co-Founder and Co-CEO, Allworth Financial

    • In this episode you will learn:

    • The latest research about growth opportunities in the advisory sector
  • Why firms are seeking internal or external succession plans
  • What makes a plan succeed or fail
  • How succession plans can help to scale and grow a business
    • 54 min
  • Serving a Niche to Grow Your Business + an Exciting Acquisition Announcement

    On this episode of State of the Industry, we welcome the following guests to the panel. Each offering a unique perspective on mergers and acquisitions in our space, the pros and cons of serving a niche market, and the announcement of an exciting partnership between Allworth and RAA:

    • Scott Hanson, Co-Founder and Co-CEO, Allworth Financial (Host)
  • Pat McClain, Co-Founder and Co-CEO, Allworth Financial 
  • Andrew Dodson, Managing Partner, Parthenon Capital Partners
  • Jeffrey Baumert, President & COO, RAA

    • Key Takeaways:

    • How Allworth grew their firm in a niche space
  • How to navigate the potential of a bear market
  • Why private equity is interesting in the financial advisory space and is more interest to come?
  • The pros and cons of serving a niche market
  • The story of RAA and their airline community niche focus
  • How RAA grew to $2.8B AUM in a select niche market
    • 40 min
  • How To Position Your Firm for a Favorable Valuation

    We are back with our second episodeof the State of the Industry Podcast, where we welcome the following guests to the panel: Scott Hanson, Co-Founder of Allworth Financial, Ryan Grau, VP of Business Valuation Services at FP Transitions, and Chris Oddy, CFO of Allworth Financial.

    Key Takeaways:

    • Key metrics to track based on business goals and objectives
  • Industry M&A deal trends
  • Succession plan options and when to start implementing them
  • What investors look for when evaluating a business
  • What the average advisor can focus on to drive value


    • Please take a listen and let us know what you think. To learn more, please visit: https://allworthpartners.com/soti-episode-2/

    34 min
  • Goldman Sachs Acquires United Capital - Industry Leaders Weigh In

    On this episode of State of the Industry, Scott Hanson welcomes three insightful guests, each offering a unique perspective:

    • Charles “Chip” Roame, Managing Partner of Tiburon Strategic Advisors
  • Andrew Dodson, Managing Partner, Parthenon Capital Partners
  • David DeVoe, Managing Partner for DeVoe & Company.

    • This episode includes an analysis of Goldman Sachs' recent purchase of United Capital,and whether this is the ‘new normal’ for our industry.


    Followed by that, a conversation about which entities are making the most 'noise' on the acquisitions front, and what forward-thinking principals and advisors need to know about how this trend could affect their practices and employees.

    53 min

About Allworth Financial's State of the Industry

From the publisher's feed

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…