Scott Hanson

CFP® & #retirement planner. Co-founder of @AllworthRetire. Globetrotter & #running enthusiast. Author & host of #MoneyMatters talk-show.

[Contio @ContioAI]

Our founder @AaronKlein talks about why he started Contio, and how we’re going to kill broken meetings.

[Scott Hanson @Scott_T_Hanson]

@WHPressLeavitt Yes

[Scott Hanson @Scott_T_Hanson]

Hey #Indianapolis, we’re partnering with another firm in your city! Happy to welcome WealthPoint Advisors to the @AllworthRetire team and to keep strengthening our Midwest footprint: https://t.co/6O4XDGBaVW #financialadvisor #financialservices #mergers #acquisitions #indiana

[Scott Hanson @Scott_T_Hanson]

A big welcome to Ryan Wealth Management! We’re thrilled they’re joining the @AllworthRetire team and expanding our presence in Northern CA and the Pacific NW: https://t.co/UeUrD9kDAW #financialadvisor #financialservices #mergers #acquisitions #financialadvisor

[Scott Hanson @Scott_T_Hanson]

Excited to announce another tax-focused firm is joining @AllworthRetire! Welcome to the team, CCA, LLP: https://t.co/sdEYJ57ezm #financialadvisor #financialservices #mergers #acquisitions #bayarea #taxes

[Scott Hanson @Scott_T_Hanson]

Thrilled to expand @AllworthRetire’s Pacific Northwest presence and our tax capabilities with City Fiduciary Group! Looking forward to having their team on board: https://t.co/D5Qye7E9QJ #financialadvisor #financialservices #mergers #acquisitions

[Scott Hanson @Scott_T_Hanson]

Thrilled to expand @AllworthRetire’s east coast presence with New Jersey’s George McKelvey Company! Looking forward to having their team on board: https://t.co/zshzcPKMQL #financialadvisor #financialservices #mergers #acquisitions

[Scott Hanson @Scott_T_Hanson]

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 https://t.co/0KSze9J4K9 #M&A #successionplanning #DeVoeMAsummit24

[Scott Hanson @Scott_T_Hanson]

Thrilled to welcome the Bay Area’s Del Monte Group to @AllworthRetire! I’ve known the founders for years, so I’m excited to have their team on board: https://t.co/M3bPxhKYi3 #financialadvisor #financialservices #mergers #acquisitions #bayarea

[Scott Hanson @Scott_T_Hanson]

@ClayTravis I just did the same. If they can convict Trump on falsifying business records, they can convict any of us.

[Scott Hanson @Scott_T_Hanson]

@The_Trump_Train Yes. Unbelievable. I feel like I’m living in a Banana Republic. If they can get Trump, they can get any of us.

[Scott Hanson @Scott_T_Hanson]

My May 8th @investmentnews practice management column reminds advisors that, when it comes to client events, the long COVID hangover is no more: https://t.co/EdiMha0vcz #workshops #allworthfinancial #retire #clients

[Scott Hanson @Scott_T_Hanson]

My April 26th @investmentnews practice management column explains that the open communication is the bedrock of a great working advisor-client relationship: https://t.co/TzVhcUJITu #financialadvisors #successionplanning @AllworthRetire @mcclain_pat

[Scott Hanson @Scott_T_Hanson]

My April 9th @investmentnews practice management column reminds advisors that if they want to grow their practices, a niche focus is a terrific way: https://t.co/zGiaDGf1iv #successionplanning #financialplanning #acquisitions #mergers #AUM

[Scott Hanson @Scott_T_Hanson]

My March 12 @investmentnews practice management column is a reminder for advisory firm principals that their biggest asset needs a safety net: https://t.co/JdPTMCPe62 @mcclain_pat #allworthfinancial #acquisitions #mergers #AUM

[Scott Hanson @Scott_T_Hanson]

My Feb 28th @investmentnews practice management column suggests that RIAs take the initiative to stem the talent drain affecting our industry: https://t.co/htvroJ2694 @mcclain_pat #RIA #financialadvisors

[Scott Hanson @Scott_T_Hanson]

My Feb 15 @investmentnews practice management column explains how advisors who automatically cut their rates are selling themselves, and the people they serve, short: https://t.co/YMNjGIW6Tj #acquisitions #mergers #AUM #RIA

[Scott Hanson @Scott_T_Hanson]

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! https://t.co/YoKJfk3avP

[Scott Hanson @Scott_T_Hanson]

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: https://t.co/agcsmB6ESz #financialplanning #acquisitions #mergers #AUM #RIA

[Scott Hanson @Scott_T_Hanson]

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! https://t.co/HbgEc57yNn