On this episode of State of the Industry, we welcome:
- Scott Hanson, Co-Founder & Senior Partner, Allworth Financial (Host)
- Matt Brinker, Former head of M&A for United Capital and current Managing Partner at Merchant
- Bob Sponseller, Founder, Capstone Capital, Inc.
Each guest offers a unique perspective on the current state of RIA M&A and how advisors can position themselves in the current marketplace to best serve client and personal goals.
Key Takeaways:
- The strategy behind United Capital’s growth and success
- Unique opportunities for growth for RIAs during a disruptive time period
- What kind of firms and advisors make good strategic partners for acquisitive firms
- How COVID-19 provides opportunity for resourceful advisors
- Predictions for post-coronavirus M&A activity
- Allworth’s most recent acquisition, Bob Sponseller, discusses reaching a growth ceiling and why he’s decided to partner with Allworth
