8-Minute Update Video: Thank Goodness We Diversified
Navigating Crisis – 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
- 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.
To learn more about this topic, check out our latest article for InvestmentNews.