OnFebruary’s State of the Industry podcast, “Behind the scenes: Doing what’s best for my clients,” Allworth award-winning Co-Founder Scott Hanson welcomes new equity partner-advisor Jeffrey DeBoer, the President of $180M DeBoer Financial Group.
The two discuss:
- The “a-ha” moment when DeBoer realized it was time for a new journey
- That there are times when the highest offer isn’t an offer at all
- The questions he asked more than a dozen potential partners
- What a business relationship really comes down to
- Jeff’s role at Allworth
- And, what it feels like to stop running a business and get back to advising
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