In this special edition State of the Industry Podcast, our Co-Founder and Senior Partner, Scott Hanson discusses the precautions, communications and steps Allworth Financial is taking in response to the Coronavirus and market volatility.
On this episode, we welcome:
- Scott Hanson, Co-Founder and Co-CEO, Allworth Financial (Host)
- Brad Boekestein, Vice President of Marketing, Allworth Financial
- Julie Anderson, Vice President of Human Resources, SPHR®, Allworth Financial
Key Takeaways:
- What advisors need to know about conducting business
- How advisors are handling external client communication
- What precautions are being taken by staff and employees
- Employee management, operations, and contingency plans
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