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Allworth Financial's State of the IndustryEpisode from the podcastAllworth Financial's State of the Industry
My succession plan needed a succession plan

My succession plan needed a succession plan

Released Wednesday, 8th November 2023
Good episode? Give it some love!
My succession plan needed a succession plan

My succession plan needed a succession plan

My succession plan needed a succession plan

My succession plan needed a succession plan

Wednesday, 8th November 2023
Good episode? Give it some love!
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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 Ingwersen, discusses why her firm elected to conduct their own due diligence, how Allworth’s internal culture is unique, and why she chose to partner with a larger firm rather than buy her father out.

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Allworth Financial's State of the Industry

The State of the Industry podcast is the go-to source for principals, advisors and decision-makers seeking insights into the trends, challenges, opportunities, and key M&A deals that are making news and changing our industry. Listen in as thought leaders give their opinions on the major industry developments and what advisors can be doing today to stay ahead of the curve. Designed for both aspiring and established financial advisors as well as firm owners, our State of the Industry Podcast should be interesting for anyone looking to further understand the industry, develop their career, or care for their practice, employees, and clients. Visit https://allworthpartners.com/state-industry-podcast/ for more information.

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