The Noble Pursuit: Financial Planning with Scott Hanson

Episode 057: On this week’s episode of The Connected Advisor, I talk with Scott Hanson, Co-Founder and Vice Chair at Allworth Financial.

Financial advisors often go beyond the confines of business to become trusted guides in their client's financial lives. More than crafting investment strategies and managing portfolios, advisors offer support and expertise to individuals and families through various life stages and financial challenges. 

A nationally recognized financial expert, Scott has been named to Barron's list of the Top 100 Independent Wealth Advisors in America numerous times and has been listed as one of the 25 most influential people in the financial services industry nationwide. For more than 29 years, Scott has co-hosted Money Matters, a financial radio program and podcast, making it one of the longest-running shows of its kind in America.

Scott talks about what makes financial advisory a noble profession. He discusses his early experiences in the industry and the shift toward a more inclusive and diverse approach to financial advising. Scott also shares Allworth Financial's successful consolidation strategy, the importance of marketing as a business development tool, and why they're a sought-after partner for firms. 

Key Takeaways

• What makes financial advice a noble pursuit is guiding clients through life's diverse challenges, embodying a role far beyond asset management.

• Marketing is one of the most effective ways to grow organically. A proactive approach to marketing and client development is critical.

• Embracing a blend of data-driven decision-making and a client-centric approach is pivotal to the industry's growth and success.

Links 

• Scott Hanson on LinkedIn

• Allworth Financial

• Lincoln Financial

• Focus Financial Partners

• Johnson Financial Group

• Money Matters Radio Show and Podcast

• Pat McClain

• Dan Sullivan

• Strategic Coaching

• John Bunch

• Switch on Your Brain

Connect with our hosts

• Milemarker.co

• Kyle on LinkedIn

• Jud on LinkedIn

Subscribe and stay in touch

• Apple Podcasts

• Spotify

• YouTube

Promos

Produce game-changing content with Turncast

Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

While there, please don’t forget to Download, Like, and Subscribe.

If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here for 15 minutes.

Kyle Van Pelt