Host Scott Hanson welcomes equity partner, Phoenix-area advisor, Kelly Richards, who discusses how cancer forced him to re-evaluate and improve his advisory work-life balance.
Hanson and Richards discuss:
How being diagnosed with cancer forever changed Kelly Richards’ perspective
Why the decision to partner with Allworth seems obvious now
Richards’ role with Allworth
Why it feels like the weight of the world has been lifted
Allworth co-founder and program host Scott Hanson welcomes new Boston-area equity partner, Laurie Ingwersen, CFP®, co-owner of The Harvest Group. Laurie, whose business partner is her father, Roger In...
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