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
Mining specific business sectors for clients
NEWS OPINION JUN 09, 2021
Mining specific business sectors for clients

My experience has shown me that advisers who target a specific niche of clients receive more referrals, are able to provide better service and can charge higher fees.

Hire above your weight
NEWS OPINION MAY 14, 2021
Hire above your weight

One of the main reasons we were able to achieve what we have is because we hire and retain great people who are highly skilled at what they do.

To raise your valuation, simplify your business
NEWS OPINION APR 27, 2021
To raise your valuation, simplify your business

The more complicated you make your advisory firm, the less valuable it is. Complexity can also reduce the odds of arriving at a fruitful succession plan.

Should you raise your fees?
NEWS OPINION APR 12, 2021
Should you raise your fees?

If you are a competent, caring, hands-on financial adviser, you should charge a market rate for your services.

3 principles for growing your firm
NEWS OPINION MAR 31, 2021
3 principles for growing your firm

We’ve gone from $2 billion to over $10 billion in AUM in four years because we’ve consistently adhered to three broad principles: Everything must be repeatable, measurable and scalable.

Three steps to increase the value of your practice
NEWS OPINION MAR 16, 2021
Three steps to increase the value of your practice

Advisers should focus on reducing client attrition and adding more new clients, and make certain they're charging a fee in line with the market.

Prospecting is the best marketing
NEWS OPINION MAR 02, 2021
Prospecting is the best marketing

It’s hard work, but if an adviser is serious about growing, the best approach is good old-fashioned prospecting.

Lots of choices for advisers looking to sell
NEWS OPINION FEB 17, 2021
Lots of choices for advisers looking to sell

The approaches of the different types of buyers vary, so it’s essential to know how they approach the process.

Communicating for the good of your clients
NEWS OPINION FEB 02, 2021
Communicating for the good of your clients

Have systems in place so that clients experience a personal connection on a regular basis. This includes reminders to call or email them simply to touch base and let them know you’re thinking of them.

Preparing clients for the next bear market
NEWS OPINION JAN 20, 2021
Preparing clients for the next bear market

The greatest value we add as financial advisers is keeping clients from making mistakes from which they cannot recover.