On this episode of State of the Industry podcast, “Partnering with Allworth gave me back my life,” host Scott Hanson discusses with equity-partner Kathleen Carpenter what the partnership has meant to the career tracks of her employees and what a pleasure it has been to reclaim some life-work balance.
Key Takeaways:
- Why the difficulty recruiting young advisors made partnering easier
- The difference maker that is Allworth’s enhanced partner-employee career track
- What it means to achieve a 99% client retention rate after the sale
- The joy of relinquishing the day-to-day responsibilities of running an office
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