May 10, 2023
State of the Industry Podcast: “There was Allworth and then everyone else.”
Listen on Apple Podcasts here, Spotify here, or via the player below. Audio transcript available here. On this episode of Read More
Shone Wealth Management:
A partner story.
Video transcript available here.
Life Beyond the Deal – Mark Shone
Partner-advisor Mark Shone, who in 2021 sold his Walnut Creek, California-based, $340M RIA, to Allworth Financial, sits down to address what brings life meaning, his personal and professional motivations, the delicate balance of business partnerships, and why, after a successful 30-year career as an advisor, his life is better than ever before.
“We were spending about 35-40 percent of our time working ON the business, not IN the business.”
Mark Shone, Shone Wealth Management
Learn More About Partnership Options
Do you have a succession plan in place? Would you like to learn more about what it means to partner with Allworth Financial? Or even about the ups and down of partnerships in general? Check out our specially curated guides below for more details.
Transition Planning: The Integrator and Aggregator Difference
Choosing a partner for the next phase of your business just might be one of the most personally complex decisions of your professional life. Whatever your reasons for seeking a transition, knowing your options before beginning your transition can help save you time, energy, and money.
The Heart of the Deal
In collaboration with DeVoe & Company, “The Heart of the Deal” explores the emotional journey and unforeseen challenges an owner will face when undergoing an external partnership, and then delves into how to overcome many of those barriers.
Listen to Other Stories
Listen to Scott Hanson, Co-Founder of Allworth Financial, formerly Hanson McClain, as he interviews financial advisory thought leaders about what’s happening today, where our industry is headed tomorrow, and what it means for the typical advisor.
Apr 5, 2023
State of the Industry Podcast: “The Heart of the Deal: Confronting the emotion of selling your practice.”
Listen on Apple Podcasts here, Spotify here, or via the player below. Audio transcript available here. On this special episode Read More
Mar 27, 2023
State of the Industry Podcast: “How a health emergency convinced me I needed a succession plan.”
Listen on Apple Podcasts here, Spotify here, or via the player below. Audio transcript available here. Allworth’s State of the Read More