Apr 21, 2023

InvestmentNews: Employees are a key piece of the succession puzzle

Group of finance employees having a discussion around a table

Allworth VP of Partner Integrations Chris Brown fills in for Scott Hanson for InvestmentNews

While price and client care are top of mind for advisors who are implementing succession plans, upwardly mobile career tracks for employees are a key part of the equation. In this April 12th, 2023, InvestmentNews practice management column, Allworth VP of Partner Integrations, Chris Brown, fills in for Co-CEO Scott Hanson to discuss how advisory firm principals can leverage their employees to the benefit of the acquiring firm, their employees, and themselves.

Read the full article at InvestmentNews.