Behind the Scenes: Acquisition Announcement

On this episode of State of the Industry podcast, we welcome:

• Scott Hanson, Co-Founder, Allworth Financial (Host)
• Brian Murphy, President of Tucson’s Pathways Financial Partners
• Blake Davelaar, CFP® and second in command at Pathways

Key Takeaways:

• Why PFP’s Brian Murphy and Blake Davelaar chose Allworth Financial over every other suitor
• What the partnership means for clients
• The different professional motivations for Brian, in his 60s, and Blake, who hopes to work for another 30 years
• How the special niche of client that PFP serves stands to benefit from the partnership
• Why both Brian and Blake are more excited about the future than ever before