Allworth Financial's State of the Industry

Behind the scenes: Doing what’s best for my clients

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On February’s State of the Industry podcast, “Behind the scenes: Doing what’s best for my clients,” Allworth award-winning Co-Founder Scott Hanson welcomes new equity partner-advisor Jeffrey DeBoer, the President of $180M DeBoer Financial Group.

The two discuss:

  • The “a-ha” moment when DeBoer realized it was time for a new journey
  • That there are times when the highest offer isn’t an offer at all
  • The questions he asked more than a dozen potential partners
  • What a business relationship really comes down to
  • Jeff’s role at Allworth
  • And, what it feels like to stop running a business and get back to advising

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    Allworth Financial's State of the IndustryBy Scott Hanson
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