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.

Host Scott Hanson welcomes equity partner, Phoenix-area advisor, Kelly Richards, who discusses how cancer forced him to re-evaluate and improve his advisory work-life balance.

Hanson and Richards discuss:

– How being diagnosed with cancer forever changed Kelly Richards’ perspective
– Why the decision to partner with Allworth seems obvious now
– Richards’ role with Allworth
– Why it feels like the weight of the world has been lifted