Enjoy listening to Allworth Financial’s Co-Founder, Scott Hanson, 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.
Allworth co-founder and program host Scott Hanson welcomes new Boston-area equity partner, Laurie Ingwersen, CFP®, co-owner of The Harvest Group. Laurie, whose business partner is her father, Roger Ingwersen, discusses why her firm elected to conduct their own due diligence, how Allworth’s internal culture is unique, and why she chose to partner with a larger firm rather than buy her father out.
19 Oct 2023
Partnering with Allworth gave me back my life.
On this episode of State of the Industry podcast, “Partnering with Allworth gave me back my life,” host Scott Hanson discusses with equity-partner Kathleen Carpenter what the partnership has meant to the career tracks of her employees and what a pleasure it has been to reclaim some life-work balance.
Key Takeaways:
Why the difficulty recruiting young advisors made partnering easier
The difference maker that is Allworth’s enhanced partner-employee career track
What it means to achieve a 99% client retention rate after the sale
The joy of relinquishing the day-to-day responsibilities of running an office
4 May 2023
There was Allworth and then everyone else.
Allworth’s State of the Industry podcast: “There was Allworth and then everyone else.” Host Scott Hanson welcomes equity partner, Albuquerque-based advisor, Matt Keller, who discusses when his firm and two co-principals suddenly realized they needed to implement a succession plan.
Scott and Matt discuss:
The moment they knew needed a succession plan
What differentiated Allworth
How it feels to achieve a true work-life balance
The key differentiators between Allworth and other firms
What the merger has been like
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Apple Podcasts (US)
5.0 / 5
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