Advisory Firms, Market Volatility and the Coronavirus

In this special edition State of the Industry Podcast, our Co-Founder and Senior Partner, Scott Hanson discusses the precautions, communications and steps Allworth Financial is taking in response to the Coronavirus and market volatility.

On this episode, we welcome: 

• Scott Hanson, Co-Founder and Co-CEO, Allworth Financial (Host)
• Brad Boekestein, Vice President of Marketing, Allworth Financial
• Julie Anderson, Vice President of Human Resources, SPHR®, Allworth Financial

Key Takeaways:

• What advisors need to know about conducting business
• How advisors are handling external client communication
• What precautions are being taken by staff and employees
• Employee management, operations, and contingency plans