July State of the Industry webinar: “Partnership options for RIAs,” hosted by Allworth Co-Founders Scott Hanson and Pat McClain. This Read More
Welcome to the Allworth Partner Program events page: an up-to-date resource for recent and upcoming events, including live and recorded webinars, industry gatherings, a city-by-city, in-person meeting schedule, and more. We’re always interested in connecting with advisors and firm principals who are seeking information or guidance about succession planning, or who are interested in learning more about partnering with Allworth Financial.
Austin, TX – Next Generation/Succession Planning
Join Catherine Williams, Head of Practice Management at Austin-based Dimensional, and her co-host, award-winning, $18B in AUM, Allworth Financial Co-CEO, Pat McClain, at this information-packed, two-hour lunch presentation. Catherine and Pat will share groundbreaking practice management guidance such as how to improve and increase the value of a firm while simultaneously preparing for future succession.
New May State of the Industry M&A Webinar, “The advisory practice benefits of combining successful cultures” hosted by Allworth Co-Founders Scott Read More
Launching in February 2022, our State of the Industry Webinar series will delve into every aspect of the deal for firms ranging in size from $100M to $3B+ in AUM. Each webinar will feature a peer financial advisory firm owner, who will be sharing their personal experience of going through the transaction process. Read More