Allworth金融

2023年8月9日

我不是退休我也不離開我移動到一個位置,更緊密地與我的技能和激情。2023年8月9日,需要澄清的是,我可能會退位,我當然不會走出。消息傳出時,我收到了數以百計的短信,電子郵件和電話,不等,“祝賀你退休”到“你為什麼要離開時,一切都很順利嗎?“事實是,我不是退休我也不離開。相反,我做許多其他谘詢公司負責人一直在做過去幾年:移動到一個位置,更緊密地與我的技能和激情。我們都讀過的並購數量發生在財富管理行業在過去的十年。收購方的事實是,我們是一個,已完成29日在過去的六年中,這些夥伴關係。大多數的這些公司開始了他們的職業生涯的主體和一個大的國家公司,分支和獨立,然後加入我們放棄他們的管理責任,造福他們的生活質量,更好的服務他們的客戶。在最後的六年裏,我們的業務已從60 associates超過400人。一起,我每天的職責已經進化。而不是讓時間奉獻給客戶,和我們的顧問服務我們的客戶,我的大部分時間都是在領導會議涵蓋各種話題,從網絡安全評估技術平台和人員配備。 As I looked toward the future, I began to consider some things: First, what skills and passions are necessary to lead a fast-growing organization as it evolves from a few hundred associates to a few thousand? Second, what role can I play to ensure that our clients continue to receive the best available care and support? And third, what motivates me and gives me energy? I care deeply about the company I co-founded. And the more I began to seriously consider the above questions, the more I came to realize that it was time to step aside to allow someone else to lead Allworth’s day-to-day operations. With the right person at the helm, I could spend more time on those areas I am passionate about — advocating for our clients and advisers — and less time on areas where I’m neither trained nor highly skilled. I will continue in my role until we find the absolute best candidate to lead us to the next level. And once that is achieved, I will transition to vice chair of the organization, ensuring that we never deviate from our fiduciary values and convictions. While my decision to change roles was certainly difficult, I am proud that I have the requisite self-awareness to do what is best for the future of the firm, for the people that I love and respect, and for myself. Scott Hanson is co-founder of Allworth Financial , formerly Hanson McClain Advisors, a fee-based RIA with approximately $16 billion in AUM.