Published On Sep 23, 2024
What’s it like to acquire 31 firms in five years? How do you maintain a consistent client experience? How do you keep a positive culture? Our guests today can tell you all about it!
Join us as we explore Allworth Financial’s growth journey and how their unique marketing-first approach has led to a 30-year radio show, $23 billion AUM, 33 locations across the country, and much more. In this episode, we’re joined by Scott Hanson, Co-founder and Vice Chair of Allworth, along with Chief Executive Officer, John Bunch, Director of Client Experience, Victoria Bogner, and private equity investor Andrew Dodson of Parthenon Financial.
Connect with us:
Meg Carpenter on LinkedIn: / meganficomm
Scott Hanson on LinkedIn: / scotthanson3
Victoria Bogner on LinkedIn: / victoria-bogner
John Bunch on LinkedIn: / john-bunch-6613144
Andrew Dodson on LinkedIn: / andrew-dodson-9915283
Want to learn more…
Visit http://ficommpartners.com
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