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On this episode, we gain insight into Dynasty Financial Partners through our conversation with its CEO and Co-Founder, Shirl Penney.
Among other topics, Shirl and Matt discuss: Dynasty's service model * Shirl’s predictions about a Trump administration’s impact on the RIA space * Why Dynasty offers its employees equity * The biggest challenges facing Dynasty * What the best advisors are doing differently * Shirl’s charitable passions and interest in thoroughbred racing
19 episodes
On this episode, we gain insight into Dynasty Financial Partners through our conversation with its CEO and Co-Founder, Shirl Penney.
Among other topics, Shirl and Matt discuss: Dynasty's service model * Shirl’s predictions about a Trump administration’s impact on the RIA space * Why Dynasty offers its employees equity * The biggest challenges facing Dynasty * What the best advisors are doing differently * Shirl’s charitable passions and interest in thoroughbred racing
19 episodes
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