Allworth Financial's State of the Industry

Partnering with Allworth gave me back my life.

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On this episode of State of the Industry podcast, “Partnering with Allworth gave me back my life,” host Scott Hanson discusses with equity-partner Kathleen Carpenter what the partnership has meant to the career tracks of her employees and what a pleasure it has been to reclaim some life-work balance.

Key Takeaways:

  • Why the difficulty recruiting young advisors made partnering easier
  • The difference maker that is Allworth’s enhanced partner-employee career track
  • What it means to achieve a 99% client retention rate after the sale
  • The joy of relinquishing the day-to-day responsibilities of running an office
    • ...more
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    Allworth Financial's State of the IndustryBy Scott Hanson
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