Behind the scenes: Doing what’s best for my clients

On February’s State of the Industry podcast, “Behind the scenes: Doing what’s best for my clients,” Allworth award-winning Co-Founder Scott Hanson welcomes new equity partner-advisor Jeffrey DeBoer, the President of $180M DeBoer Financial Group. The two discuss: The “a-ha” moment when DeBoer realized it was time for a new journey That there are times when the highest offer isn’t an offer at all The questions he asked more than a dozen potential partners What a business relationship really comes down to Jeff’s role at Allworth And, what it feels like to stop running a business and get back to advising