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Scott Hanson

Scott Hanson is co-founder of Allworth Financial, formerly Hanson McClain Advisors, a fee-based RIA with more than $19 billion in AUM.

Displaying 122 results

Topic

Employees come first — not clients

We do everything in our power to provide clients with the best service possible. But the high level of service we provide begins with our people

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Do right by your employees

When a smaller advisory firm is acquired, it can mean vastly greater career opportunities for the staffers

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Quit trying to time the markets

Focusing on outsmarting the markets isn’t just detrimental to your clients, it can harm the value of your business

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How our response to the pandemic created a better normal

Robust communication encouraged our clients to continue with their investment strategies

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Marketing beats prospecting

Instead of prospecting, try appealing to a targeted set of potential clients by offering meaningful educational content

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Growing your firm for the future

Hiring young advisers and sending them out to hunt for new clients usually doesn't work well. Try hunting for new clients yourself

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Looking out for your Aunt Sally

If you're considering selling, the first question you need to answer is whether you want to join a fully integrated firm with a bold mission or become part of a financial consolidator

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Podcasts and prospecting

Podcasts may not generate as many leads as radio shows, but they're still a valuable tool.

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A once-perfect radio marriage ends in divorce

Weekend radio lineups have turned into rows of carnival barkers, and some shows are dispensing predatory advice

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How to profitably serve mass affluent clients

It takes efficient systems, technology and people to make this approach work