Sep 27, 2022

State of the Industry Podcast: “Making decisions for the people I care most about.”

Scott Hanson, Allworth co-founder, and Kelly Richards, Allworth Partner Advisor, smiling

Listen on Apple Podcasts here, Spotify here, or via the player below.

Audio transcript available here.

“Making decisions for the people I care most about.”

Cancer, mortality, family, the future, stress, risk, and living the life you’re meant to live.

While only in his mid-40s, Phoenix, Arizona advisor Kelly Richards was diagnosed with cancer. From that battle arose a more pragmatic leader, professional, and person who had two new goals in mind: To slow down and live better today, and to make certain that his family and employees were taken care of in the future.

“It’s been over a year since I partnered with Allworth,” said Richards. “And not only do I have absolutely no regrets, but it’s the best professional decision of my life.” 

For September 2022’s State of the Industry podcast, “Making decisions for the people I care most about,” host and Allworth Co-Founder Scott Hanson welcomes partner-advisor Kelly Richards, who discusses the improved life-work balance and financial security that joining forces with Allworth Financial has brought to his life.

  • Scott Hanson: Co-Founder, Allworth Financial (Host)
  • Kelly Richards: Advisor and Equity Partner, Allworth Financial (Guest)

Key takeaways:

  • How being diagnosed with cancer forever changed Kelly Richards’ perspective
  • Why the decision to partner with Allworth seems obvious now, but was so difficult at the time
  • The process of choosing between various firms
  • How his life has changed since the merger
  • Richards’ role with Allworth
  • Why it feels like the weight of the world has been lifted from his shoulders