Pat McClain

Co-Founder and Senior Partner of Allworth Financial

[Pat McClain @mcclain_pat]

Just want to give a big welcome to WealthPoint Advisors, the latest firm to join us at @AllworthRetire – thrilled to have you! https://t.co/wBUc7JocDh #RIA #successionplanning #advisors #indianapolis #indiana

[Pat McClain @mcclain_pat]

Thrilled to announce another 2024 partnership is official! Welcome to the @AllwortRetire team, Ryan Wealth Management – we look forward to having you on board: https://t.co/jPwzOCr9q1 #RIA #successionplanning #advisors #yubacity #spokane

[Pat McClain @mcclain_pat]

We’re growing our Bay Area footprint! Thrilled to welcome tax-focused firm CCA, LLP to the @AllworthRetire team and excited for all the tax planning experience they bring to the table for our clients: https://t.co/rjJoSnoDmj #RIA #successionplanning #advisors #bayarea #taxes

[Pat McClain @mcclain_pat]

Our commitment to offering in-house tax services continues! Excited to welcome Pacific Northwest-based City Fiduciary Group to @AllworthRetire https://t.co/tKPWjDr6kh #RIA #successionplanning #advisors

[Pat McClain @mcclain_pat]

Our 37th partnership since 2018 is official! Excited to welcome New Jersey-based George McKelvey Company to @AllworthRetire: https://t.co/wnJKgmVYNg #RIA #successionplanning #advisors

[Pat McClain @mcclain_pat]

San Francisco, get ready! My co-founder @scotthansonCEO will be in town for @DeVoe’s M&A+ Succession Summit in Sept – join him for his fireside chat where he’ll share secrets for succession success https://t.co/o6QWMRKFmv #devoe #successionplanning #advisors #DeVoeMAsummit24

[Pat McClain @mcclain_pat]

Our 36th partnership since 2018 is official! Excited to welcome Bay Area-based Del Monte Group to @AllworthRetire: https://t.co/WGvjH4eDzh #RIA #successionplanning #advisors #bayarea

[Pat McClain @mcclain_pat]

.@scotthansonCEO’s May 8th @investmentnews practice management column states that, when it comes to live events and workshops, attendance has rebounded to pre-pandemic levels: https://t.co/vo56Lvel62 #financialplanning #acquisitions #mergers

[Pat McClain @mcclain_pat]

My @AllworthRetire co-founder’s April 26th @investmentnews practice management column talks about how you improve your relationship with clients: https://t.co/cBdL8wwFUR #financialplanning #acquisitions #mergers @scotthansonCEO

[Pat McClain @mcclain_pat]

.@scotthansonCEO’s latest for @investmentnews reminds advisors that if they want to add assets, a niche focus is still a terrific way: https://t.co/8AxPqbxLW8 #financialplanning #acquisitions #mergers #AUM @allworthretire

[Pat McClain @mcclain_pat]

My Allworth co-founder @scotthansonCEO's March 12th @investmentnews practice management column is a reminder for advisors to follow the advice they give to clients and be prepared for the unexpected: https://t.co/ONz3CILH5u #successionplanning #financialplanning

[Pat McClain @mcclain_pat]

Interns. Recruitment. Training. @scotthansonCEO's Feb 28th @investmentnews practice management column implores RIAs to take the initiative to hire and train interns and recent college grads: https://t.co/XPbvb8kEYv #financialplanning #acquisitions #mergers

[Pat McClain @mcclain_pat]

.@scotthansonCEO's Feb 15 @investmentnews practice management column explains to advisors that they shouldn’t sell the value of the services they provide, short: https://t.co/AchWqXl6jC #financialadvisors #successionplanning @allworthretire

[Pat McClain @mcclain_pat]

Our 34th! @Allworthretire is excited to announce we’ve added another new equity partner in $350M Brennan Asset Management Group of Redding, California. Welcome to Allworth! https://t.co/HwyATBfmjk #M&A #assets

[Pat McClain @mcclain_pat]

.@scotthansonCEO's 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/1jgawnvema #financialadvisors #successionplanning #financialplanning #acquisitions

[Pat McClain @mcclain_pat]

Our 32nd and 33rd acquisitions! A big welcome from everyone here at @allworthretire to $341M in AUM Tridea Advisors (Roseville, CA) and $280M in AUM Capital Point Financial Group Ltd. (Illinois and Florida): https://t.co/TQJwJHDAOQ #successionplanning #financialadvisor #RIA

[Pat McClain @mcclain_pat]

.@scotthansonCEO's Jan 17 @investmentnews practice management column explains to aging advisors there are better options than “retiring in place,” and that client care remains responsibility #1: https://t.co/2Q31sORg7s #financialadvisors #successionplanning

[Pat McClain @mcclain_pat]

Allworth Co-founder @scotthansonCEO's Jan 3rd practice management column offers tips to bounce back from burnout: https://t.co/bT8xKiTC3s #financialplanning #acquisitions #mergers #AUM

[Pat McClain @mcclain_pat]

.@scotthansonCEO’s latest explains how lower interest rates and rising valuations from the bull market will fuel increased advisory firm M&A: https://t.co/runHH96kck #financialadvisors #successionplanning #financialplanning

[Pat McClain @mcclain_pat]

Our 30th and 31st acquisitions! A big welcome from everyone here at @allworthretire to $376M in AUM Silicon Valley Wealth Advisors (San Jose and Half Moon Bay) and $291M in AUM Hall Private Wealth Advisors (San Diego): https://t.co/fU7LKYuHzu #RIA #topRIA