How a Marketing-First Mindset Shaped the Growth Journey of Allworth Financial, a $23 Billion RIA

23/09/2024 51 min
How a Marketing-First Mindset Shaped the Growth Journey of Allworth Financial, a $23 Billion RIA

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Episode Synopsis

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 LinkedInScott Hanson on LinkedInVictoria Bogner on LinkedInJohn Bunch on LinkedInAndrew Dodson on LinkedInWant to learn more…Visit ficommpartners.com

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