Jun 12, 2023

InvestmentNews: Modernize your service model, both for your next client and your succession plan

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Advisors with a decade or more of experience sometimes fall into the trap of becoming overly complacent regarding their service model. But modern, younger clients, at least technologically, appreciate and even gravitate toward an updated approach. In his May 24th, 2023, InvestmentNews practice management column, Allworth Co-CEO Scott Hanson explains how a few service model upgrades will not only help you attract a new generation of clients, but will also help you entice more buyers, and at higher multiples, when it comes time for you to implement a succession plan.

Read the full article at InvestmentNews.