Advisor Revelations
Advisor Revelations
DPL Financial Partners
Inside Allworth’s Partnership Model
41 minutes Posted May 26, 2026 at 1:03 pm.
0:00
41:08
Download MP3
Show notes
This week, David Lau talks with Sara Baker, Executive Vice President of Mergers & Acquisitions at Allworth Financial, about partnership models, RIA growth, and what it takes to build a modern advisory firm. Sara 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, she explains why firms should think about both structure and strategy to meet ri...