Registration is complimentary for financial advisors.
Summary: During this thought-provoking webinar, the founders of $9B RIA Allworth Financial, share their view on M&A activity after having completed 9 transactions over the last three years. Scott and Pat will also share how they’ve continued to adapt and grow in a rapidly changing environment. Additionally, hear from three of Allworth’s acquisition partners on how they developed their unique succession plans and what critical advice they’d give to proactive advisors considering either internal or external succession. More...