Advisors need to manage their clients’ entire financial lives. My October 25th InvestmentNews practice management column explains how firms that actively allocate investments can see a tremendous amount of client attrition when markets head south: hma.io/3SaF6jl

My Nov 8 InvestmentNews practice management column explains why advisors are the fortunate ones: hma.io/49qPLg5 #successionplanning #financialplanning #acquisitions #mergers #AUM

I welcome new partner-advisor, Boston-based Laurie Ingwersen, to my State of the Industry podcast. We discuss completing due diligence in-house and why a larger firm is better for client-centric advisors: hma.io/47q5BWA #RIA #advisor #partnerships #stateoftheindustry

My Nov 21st InvestmentNews practice management column asks whether advisors should be guiding clients to liquidate investments to pay down high interest mortgages: bit.ly/3Thvl3J #successionplanning #financialplanning #acquisitions #mergers #AUM

My December 6th InvestmentNews practice management column explains how to leverage your age to attract clients: bit.ly/3RsXLX1 Pat McClain #RIA #retire #clients #communications #M&A #succession

We’ve added two terrific new California-based partners! A big welcome to $376M in AUM Silicon Valley Wealth Advisors (San Jose and Half Moon Bay) and $291M Hall Private Wealth Advisors (San Diego). That’s 37 offices nationwide with more on the way! bit.ly/3NrzE8M

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