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