Nov 12, 2021

Dec 8th, 2021: State of the Industry Webinar

Welcome to Allworth’s State of the Industry Webinars: An original series of live webinars hosted by Allworth Financial’s award-winning founders, Scott Hanson and Pat McClain.

Engaging, informative, and specific, our free State of the Industry Webinar series will delve into the key topics facing advisory firm principals in 2022, and beyond.

Topics include:

  • The four key stages to growing a successful advisory practice
  • How you can benefit from industry consolidation
  • The essential drivers of high advisory firm valuations
  • The important differences between industry aggregators and integrators

Next live webinar broadcast:

  • Date: December 8th, 2021
  • Time: 11:00 AM Pacific

Click here to register now.

Full Upcoming State of the Industry Webinar schedule:  

  • Dec 8, 2021: M&A Recap: Navigating Financial Advisory Sector Consolidation
  • Feb 16, 2022: M&A for Firms w/ $100M – $400M AUM
  • March 15, 2022: M&A for Firms w/ $400M – $1B AUM
  • April 19, 2022: M&A for Firms w/ $1B+ AUM

*All webinars begin at 11:00 AM Pacific – registration for 2022 events will be available shortly.

Allworth’s live “State of the Industry” webinar series: Created for advisory firm principals, by advisory firm principals.