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