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.

Cover of the Integrator vs Aggregator Guide, showing a professional man smiling in an open office

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.

Heart of the Deal Guide cover by Allworth Financial and DeVoe

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.

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State of the Industry Podcast: “The Heart of the Deal: Confronting the emotion of selling your practice.”

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State of the Industry Podcast: “How a health emergency convinced me I needed a succession plan.”

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