The RIA channel has seen tremendous growth over the last decade, but a handful of RIAs have executed on M&A and marketing strategies that have positioned them as the industry’s truly elite firms.
In this first episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Scott Hanson, co-founder and senior partner of Allworth Financial, about how he was able to grow his business into a national RIA with roughly $11 billion in assets through a range of intentional organic and inorganic strategies.
Mark and Scott discuss:
- Allworth’s M&A strategy and ideal acquisition targets
- How Allworth is creating and driving growth for the firms it has acquired
- Digital marketing strategies adopted during the pandemic that are here to stay
- How to create an optimal experience that drives client retention and acquisition
Allworth Financial | Retirement Preparation Specialists
Free Retirement Planning Workshops and Events | Allworth Financial
Lightyear Capital and Ontario Teachers’ Pension Plan Agree to Acquire Allworth Financial to Invest in Next Phase of Rapid | Bloomberg
Ryan Financial Services
Connect With Scott Hanson:
Scott Hanson | LinkedIn
Allworth Financial | Overview | LinkedIn
Scott Hanson (@scotthansonCEO) | Twitter
Scott Hanson | Co-founder | Allworth Financial
Connect With Mark Bruno:
LinkedIn | Mark Bruno
Mark Bruno (@brunz99) | Twitter
Informa: Overview | LinkedIn
About Our Guest:
Scott Hanson is senior partner and founding principal of Allworth Financial and a CERTIFIED FINANCIAL PLANNER™ practitioner. Hanson co-hosts one of the longest-running financial radio programs in America, Allworth’s Money Matters, which can be heard at www.AllworthFinancial.com. He is a regular contributor to InvestmentNews, CNBC and author of three books, his most recent, “Personal Decision Points: Seven Steps to Your Ideal Retirement Transition” is available on Amazon.
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