On this episode of State of the Industry podcast, we welcome:
- Scott Hanson, Co-Founder, Allworth Financial (Host)
- Brian Murphy, President of Tucson’s Pathways Financial Partners
- Blake Davelaar, CFP® and second in command at Pathways
Key Takeaways:
- Why PFP’s Brian Murphy and Blake Davelaar chose Allworth Financial over every other suitor
- What the partnership means for clients
- The different professional motivations for Brian, in his 60s, and Blake, who hopes to work for another 30 years
- How the special niche of client that PFP serves stands to benefit from the partnership
- Why both Brian and Blake are more excited about the future than ever before
