Host Scott Hanson welcomes one of Allworth’s newest equity partners, advisor Chris Giordano, the founder of $315M Giordano Wealth Management Group.
Hanson and Giordano discuss:
- How success can lead to burnout
- The conflict of being a hands-on advisor and running a business
- Why Giordano decided to partner with Allworth
- And, why he’s once again excited about advising
Allworth’s SOI podcast is available at Apple Podcasts, Spotify, or on the Allworth Partner Program
website.
More Episodes
My succession plan needed a succession plan
2023-11-08
151
2023-11-08
151
Partnering with Allworth gave me back my life.
2023-10-19
131
2023-10-19
131
There was Allworth and then everyone else.
2023-05-04
167
2023-05-04
167
Confronting the emotion of selling your practice.
2023-04-11
195
2023-04-11
195
What does unsustainable success look like?
2022-10-26
146
2022-10-26
146
Making decisions for the people I care most about
2022-09-23
147
2022-09-23
147
Behind the scenes: Doing what’s best for my clients
2022-02-08
270
2022-02-08
270
Addition by Subtraction: When Success Means Doing Less
2021-05-17
242
2021-05-17
242
What it takes to be a Buyer of Firms
2021-04-19
192
2021-04-19
192
Behind the Scenes: Acquisition Announcement
2020-10-29
163
2020-10-29
163
Sell and Stay – Good for Clients, Staff and Founders
2020-09-23
215
2020-09-23
215
Why Compete When You Can Play On The Same Team?
2020-06-24
192
2020-06-24
192
The M&A Landscape During COVID-19
2020-05-28
199
2020-05-28
199
Get this podcast on your
phone, FREE
