How a health emergency convinced me I needed a succession plan.

Allworth’s State of the Industry podcast: “How a health emergency convinced me I needed a succession plan.” Host Scott Hanson welcomes equity partner, Durham-area advisor, Eric Chetwood, who discusses how cancer motivated him to re-evaluate and improve his advisory work-life balance.

Scott and Eric discuss: 

• How being diagnosed with stage 4 cancer forever changed Eric’s priorities
• How Allworth was different than the other firms he spoke with
• Eric’s role with Allworth
• How the partnership has simplified his life