Inside Allworth’s Partnership Model

This week, David Lau talks with Sara Baker, Executive Vice President of Mergers & Acquisitions at Allworth Financial. With deep expertise in advisor growth strategies, practice management, and mergers and acquisitions, Sara leads Allworth's partnership strategy. She drives the firm's scalable, sustainable growth while focusing on operational excellence and cultural alignment.

Sara talks with David about partnership models, RIA growth, and what it takes to build a modern advisory firm. She discusses what separates firms that just grow from those that grow with purpose and how partnerships are reshaping advisor growth. From talent development to the growing need for comprehensive advice, Sara explains why firms should think about both structure and strategy to meet rising client expectations.

In this episode:
● (00:00) - Intro
● (00:44) - Sara's career journey
● (08:18) - The challenges of starting an RIA today
● (12:14) - Inside Allworth's partnership program
● (16:23) - How Allworth vets its partners
● (19:38) - Allworth's DNA: Niches, partnership, and technology
● (24:54) - How aligning products and advice makes a difference in M&A
● (28:09) - Allworth's long-term vision
● (33:02) - The challenge of identifying true advisors
● (39:38) - Understanding trade-offs in every financial decision

Видео Inside Allworth’s Partnership Model канала DPL Financial Partners