There was Allworth and then everyone else.

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