Behind the scenes: Doing what’s best for my clients

Update: 2022-02-08

Description

On February’s State of the Industry podcast, “Behind the scenes: Doing what’s best for my clients,” Allworth award-winning Co-Founder Scott Hanson welcomes new equity partner-advisor Jeffrey DeBoer, the President of $180M DeBoer Financial Group.

The two discuss:

The “a-ha” moment when DeBoer realized it was time for a new journey

That there are times when the highest offer isn’t an offer at all

The questions he asked more than a dozen potential partners

What a business relationship really comes down to

Jeff’s role at Allworth

And, what it feels like to stop running a business and get back to advising

Comments

In Channel

My succession plan needed a succession plan

2023-11-0823:05

Partnering with Allworth gave me back my life.

2023-10-1919:06

There was Allworth and then everyone else.

2023-05-0417:38

Confronting the emotion of selling your practice.

2023-04-1131:15

How a health emergency convinced me I needed a succession plan.

2023-03-2218:25

What does unsustainable success look like?

2022-10-2617:35

Making decisions for the people I care most about

2022-09-2321:23

Behind the scenes: Doing what’s best for my clients

2022-02-0825:01

When the success of your advisory firm takes over your life.

2021-12-1221:52

Capital Gains Tax Changes Webinar – What This Could Mean for Your Firm and Your Future

2021-09-1743:16

What happens when a $2.8 billion firm partners with Allworth?

2021-08-1632:54

Addition by Subtraction: When Success Means Doing Less

2021-05-1724:03

What it takes to be a Buyer of Firms

2021-04-1931:36

Pathways for Advisors Seeking Growth, Succession or Stability: Interview with SVP of Business Development, Scott Collins

2021-02-1824:47

RIA Deal Structures & Valuation Trends in 2021: What principals need to consider before selling

2021-01-1123:18

Why a BD-Affiliated Business Owner Would Sell to an RIA - Interview with Bastoni Financial Services

2020-12-0827:22

Behind the Scenes: Acquisition Announcement

2020-10-2927:17

Sell and Stay – Good for Clients, Staff and Founders

2020-09-2335:46

Why Compete When You Can Play On The Same Team?

2020-06-2436:03

The M&A Landscape During COVID-19

2020-05-2845:58

00:00

Behind the scenes: Doing what’s best for my clients

#box-pro-ellipsis-176155322941611{-webkit-line-clamp:2;}Behind the scenes: Doing what’s best for my clients

Behind the scenes: Doing what’s best for my clients

Scott Hanson

Behind the scenes: Doing what’s best for my clients