Advisor Innovations: Shirl Penney on The Modern Independent Advisor cover art

Advisor Innovations: Shirl Penney on The Modern Independent Advisor

Advisor Innovations: Shirl Penney on The Modern Independent Advisor

Listen for free

View show details

About this listen

 In this episode, David Armstrong is joined by Shirl Penney, President and CEO of Dynasty Financial Partners, diving into the history and ecosystem of the independent financial advisor movement.  Shirl discusses: The problem Penney and his co-founder were looking to solve when they launched Dynasty. How technology was the great enabler fueling Dynasty’s growth Replicating …

Read More Read More
No reviews yet