Succession Planning to Enable Growth

Guests:

• Host: Scott Hanson, Co-Founder and Co-CEO, Allworth Financial
• Brandon Kawal, Principal at Advisor Growth Strategies
• Pat McClain, Co-Founder and Co-CEO, Allworth Financial

In this episode you will learn:

• The latest research about growth opportunities in the advisory sector
• Why firms are seeking internal or external succession plans
• What makes a plan succeed or fail
• How succession plans can help to scale and grow a business