I explain how rising valuations from the bull market will fuel an increase in advisory firm M&A: bit.ly/3TFE5Au @allworthretire Pat McClain InvestmentNews #RIA #retire #clients

My Jan 3rd practice management column offers keys to avoiding advisor burnout: bit.ly/3H9gCAe #financialadvisors #successionplanning #financialplanning #acquisitions

My Jan 17 InvestmentNews practice management column is a reminder for aging advisors to live their best life but still take care of clients: bit.ly/3u70GLY #successionplanning #financialplanning #acquisitions #mergers #AUM

We’ve just added two terrific new partners and $621 million in assets! A big welcome to Tridea Advisors (Roseville, CA) and Capital Point Financial Group Ltd. (Glenview, IL & Sarasota, FL). That’s 40 offices nationwide with more on the way! bit.ly/3Udlg8d

My Jan 31 InvestmentNews practice management column reminds advisors that one of the hallmarks of a healthy practice is a steady stream of new clients: bit.ly/4bjPufW #financialplanning #acquisitions #mergers #AUM #RIA

Our 34th acquisition! @Allworthretire is proud to announce we have just finalized an agreement with $350M Brennan Asset Management Group of Redding, California. Welcome to Allworth! bit.ly/48gyCE3

My Feb 15 InvestmentNews practice management column explains how advisors who automatically cut their rates are selling themselves, and the people they serve, short: bit.ly/4bINGgA #acquisitions #mergers #AUM #RIA

My Feb 28th InvestmentNews practice management column suggests that RIAs take the initiative to stem the talent drain affecting our industry: bit.ly/3SUMtdv Pat McClain #RIA #financialadvisors

My March 12 InvestmentNews practice management column is a reminder for advisory firm principals that their biggest asset needs a safety net: bit.ly/3ViZgti Pat McClain #allworthfinancial #acquisitions #mergers #AUM

My April 9th InvestmentNews practice management column reminds advisors that if they want to grow their practices, a niche focus is a terrific way: bit.ly/43QwbaN #successionplanning #financialplanning #acquisitions #mergers #AUM

My April 26th InvestmentNews practice management column explains that the open communication is the bedrock of a great working advisor-client relationship: bit.ly/3QjZbSQ #financialadvisors #successionplanning Allworth Financial Pat McClain

My May 8th InvestmentNews practice management column reminds advisors that, when it comes to client events, the long COVID hangover is no more: bit.ly/4bOaICf #workshops #allworthfinancial #retire #clients

Thrilled to welcome the Bay Area’s Del Monte Group to Allworth Financial! I’ve known the founders for years, so I’m excited to have their team on board: bit.ly/4b3wroV #financialadvisor #financialservices #mergers #acquisitions #bayarea

Thrilled to announce I’ll be a Keynote Speaker at @DeVoe’s M&A+ Succession Summit! I’ll be sharing my personal succession journey and tips for growing your firm. Hope you’ll join me in San Francisco Sept 11-13 bit.ly/4dRameZ #M&A #successionplanning #DeVoeMAsummit24

Thrilled to expand Allworth Financial’s east coast presence with New Jersey’s George McKelvey Company! Looking forward to having their team on board: bit.ly/4ew6ReA #financialadvisor #financialservices #mergers #acquisitions

Thrilled to expand Allworth Financial’s Pacific Northwest presence and our tax capabilities with City Fiduciary Group! Looking forward to having their team on board: bit.ly/4esLmug #financialadvisor #financialservices #mergers #acquisitions

Excited to announce another tax-focused firm is joining Allworth Financial! Welcome to the team, CCA, LLP: bit.ly/48Vv7F0 #financialadvisor #financialservices #mergers #acquisitions #bayarea #taxes

A big welcome to Ryan Wealth Management! We’re thrilled they’re joining the Allworth Financial team and expanding our presence in Northern CA and the Pacific NW: bit.ly/4fYWhNU #financialadvisor #financialservices #mergers #acquisitions #financialadvisor

Hey #Indianapolis, we’re partnering with another firm in your city! Happy to welcome WealthPoint Advisors to the Allworth Financial team and to keep strengthening our Midwest footprint: bit.ly/3BcUZjs #financialadvisor #financialservices #mergers #acquisitions #indiana

Our founder Aaron Klein 🇺🇸 talks about why he started Contio, and how we’re going to kill broken meetings.