Why should outside firms talk to Allworth? – Video Transcript
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[Nathan Bachrach, Allworth Partner from Simply Money] You want to talk to Allworth because, for starters, you never know. You got to go through the process: sit down, talk to someone, find out for yourself if it’s right for you or not, and you can’t pre-judge.
You may be surprised with what you learn about yourself, about what you’re trying to accomplish, what’s realistic, what’s actually out there. And during the process, you’ll learn whether or not you really have the time, the temperament, the capital that will be required if you want to get from wherever you are today to wherever else it is.
[Andy Shafer, Allworth Partner from Simply Money] We had tried for years to make our processes as efficient as possible, and we probably changed our approach, internally, three or four times in the last three years. Allworth Financial had already had those processes in place, tested, backtested, and really streamlined that approach to where it just made our practice even better.
So, we were able to adopt those types of processes and procedures, and it helped me do my job better, and ultimately, our clients are a lot happier because of it.
[Steve Sprovach, Allworth Partner from Simply Money] They are good people, and their primary care is for the client, and that’s not always the case. I’ve been in this business 37 years. A lot of people say they are, but a lot of companies don’t follow through, and everything that Allworth has done and said has been positive and has been for the benefit of the client.
[Britt Riley, Allworth Partner from Simply Money] I don’t have a concern that my clients are going to be treated in any way other than what I would continue to expect myself to do. That’s been the beauty of it. It’s impacted our operations. It’s impacted our lives through the change, but as I look forward into this year, my goals for growth are way more aggressive than I would have dreamed possible under the old way of doing business.
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