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.

Scott Hanson
Displaying 127 results
Bear markets chip away at firm valuations
NEWS OPINION MAY 25, 2022
Bear markets chip away at firm valuations

Just about every asset class has been whacked in this year's sell-off, which has pushed firms' AUM values lower, resulting in lower fees and revenues.

The time to market your firm is now
NEWS OPINION MAY 11, 2022
The time to market your firm is now

New clients are both the key to growth and to insulating a firm's revenues against a declining market.

The 4 key drivers of RIA consolidation
NEWS OPINION APR 13, 2022
The 4 key drivers of RIA consolidation

Even if a prolonged bear market conspires with rising rates and valuations take a hit, the other factors driving M&A will continue to push more sellers into the market than we’ve seen in the past.

Attracting new clients is the key to increasing value
NEWS OPINION MAR 30, 2022
Attracting new clients is the key to increasing value

The most productive use of an adviser's time is not spending it with current clients, it's attracting new ones.

How bear markets wreak havoc on succession plans
NEWS OPINION MAR 14, 2022
How bear markets wreak havoc on succession plans

When the equity markets decline, as they have this year, they take the value of your firm down with them.

When saying no means everything
NEWS OPINION MAR 02, 2022
When saying no means everything

Narrowing the clients you work with, as well as the types of products and services offered, allows you to develop a level of expertise within a subset of clients.

Succession and simplicity
NEWS OPINION FEB 15, 2022
Succession and simplicity

The more unique or specialized an adviser's practice is, the less marketable it is to potential buyers.

3 ways volatility diminishes the value of your firm
NEWS OPINION JAN 31, 2022
3 ways volatility diminishes the value of your firm

The impact that market corrections can have on advisory firms' profits makes having the right strategy and doing an exceptional job of implementing it even more important.

Your clients will show you the way
NEWS OPINION JAN 18, 2022
Your clients will show you the way

One way we decide which new technologies to implement (or at least consider) is by asking our clients to provide detailed feedback on communications every other year.

Planning for beyond the new year
NEWS OPINION JAN 05, 2022
Planning for beyond the new year

If you want to grow and improve, you've almost certainly got to change. But embracing change is one of the hardest things you can do.