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How a Marketing-First Mindset Shaped the Growth Journey of Allworth Financial, a $23 Billion RIA
Manage episode 441415692 series 3583752
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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
- Scott Hanson on LinkedIn
- Victoria Bogner on LinkedIn
- John Bunch on LinkedIn
- Andrew Dodson on LinkedIn
Want to learn more…
- Visit ficommpartners.com
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