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
More Episodes
My succession plan needed a succession plan
2023-11-08
178
2023-11-08
178
Partnering with Allworth gave me back my life.
2023-10-19
140
2023-10-19
140
Confronting the emotion of selling your practice.
2023-04-11
205
2023-04-11
205
What does unsustainable success look like?
2022-10-26
150
2022-10-26
150
Making decisions for the people I care most about
2022-09-23
151
2022-09-23
151
Behind the scenes: Doing what’s best for my clients
2022-02-08
275
2022-02-08
275
When the success of your advisory firm takes over your life.
2021-12-12
219
2021-12-12
219
Addition by Subtraction: When Success Means Doing Less
2021-05-17
245
2021-05-17
245
What it takes to be a Buyer of Firms
2021-04-19
194
2021-04-19
194
Behind the Scenes: Acquisition Announcement
2020-10-29
166
2020-10-29
166
Sell and Stay – Good for Clients, Staff and Founders
2020-09-23
218
2020-09-23
218
Why Compete When You Can Play On The Same Team?
2020-06-24
197
2020-06-24
197
The M&A Landscape During COVID-19
2020-05-28
201
2020-05-28
201
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