State of the Industry Podcast

Updates

Nov 29, 2023
woman working at her desk

InvestmentNews: Another worrisome conflict of interest emerges

Unlike the dominant commission-only advisory model from 30 years ago, modern advisors are mostly steadfast in adhering to their Read More

Nov 21, 2023
Professional sitting at a desk, looking at a laptop while talking on their cell phone

InvestmentNews: 5 reasons I love this profession

Are you a financial advisor? Do you ever consider just how unique this occupation is? In “5 reasons I love this profession,” his Read More

Nov 7, 2023
screen displaying fianncial figures and numbers

InvestmentNews: Active asset allocation may cost you in more ways than one

Advisory firms that use a third party to actively allocate investments to the point of market timing can see tremendous client attrition Read More

Nov 1, 2023
State of the industry podcast my succession plan needed a succession plan featuring allworth financial co-founder and senior partner scott hanson and Laurie Ingwersen allworth partner advisor

State of the Industry Podcast: “My succession plan needed a succession plan.”

Listen on Apple Podcasts here, Spotify here, or via the player below. Audio transcript available here. Allworth co-founder and program Read More

Nov 1, 2023

State of the Industry Podcast: “My succession plan needed a succession plan.” – Audio Transcript

Scott: Welcome to Allworth State of the Industry. I’m Scott Hanson, co-founder here. And appreciate you taking a little time to Read More

Oct 24, 2023
Happy couple sitting and talking with a financial advisor

InvestmentNews: Our responsibility to improve the reputation of our profession

The fear of getting ripped off or otherwise embarrassed by an unfamiliar advisor creates inertia that keeps far too many people from Read More

Oct 20, 2023
State of the industry podcast partnering with Allworth gave me back my life featuring allworth financial co-founder and senior partner scott hanson and Kathleen Carpenter, partner advisor CFP

State of the Industry Podcast: “Partnering with Allworth gave me back my life.”

Listen on Apple Podcasts here, Spotify here, or via the player below. Audio transcript available here. On this episode of State of the Read More

Oct 20, 2023

State of the Industry Podcast: “Partnering with Allworth gave me back my life.” – Audio Transcript

Scott: Welcome to Allworth Partners, “State of the Industry Podcast.” I’m Scott Hanson. We do these podcasts Read More

Oct 6, 2023
Coworkers sitting together around a table in a meeting room

InvestmentNews: Mastering technology to serve more clients

Due to a massive migration of advisors into retirement, too few young people entering the profession, and Boomers and now even Gen Xers Read More

Sep 25, 2023
Working professional sitting on her desk reading some paperwork

InvestmentNews: How advisors can improve their clients’ lives

When an advisor does their job the “right way,” among other things, it means they place the needs of their clients first. Thirty years Read More

Sep 11, 2023
woman sitting at her laptop working

InvestmentNews: Thriving in your professional zone

Advisors must stop trying to be all things to all people and instead focus on what they do best and enjoy the most. Read More

Aug 16, 2023
scott hanson smiling

InvestmentNews: Why I stepped aside as CEO of Allworth

Thirty years ago, Pat McClain and Scott Hanson founded Allworth Financial because they believed that the fee-based RIA model was superior Read More