Episode 113: John Bunch, CEO of Allworth Financial. With over 30 years in financial services, John has guided firms through big transitions, from founder succession and acquisitions to private equity cycles and scaling operations, while preserving their culture.
This week, Kyle talks with John about leading Allworth into its third generation. John reflects on lessons from Schwab and other founder-led firms, and how Allworth is balancing organic growth with strategic acquisitions. He explains the importance of culture, integration, and advisor support, while also detailing the firm’s investments in tax services and AI innovation. From client-centric models to the future role of advisors as coaches, John offers an inside look at building enduring growth in a rapidly changing RIA landscape.
In this episode:
(00:00) - Intro
(02:11) - John's money moment
(04:07) - Allworth's third-generation growth strategy: Evolve, Elevate, and Execute
(04:51) - The holy grail of financial services
(07:04) - Allworth's organic growth strategy
(09:29) - John's growth mindset
(12:29) - What it's like to work with industry legends