Advisor Innovations: Shirl Penney on The Modern Independent AdvisorAdvisor Innovations: Shirl Penney on The Modern Independent Advisor
The president and CEO of Dynasty Financial Partners discusses the history and ecosystem of the independent financial advisor movement.
June 28, 2022
Sponsored by
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 wirehouse capabilities and financial products outside the wirehouse’s walls
What are advisors looking for as independent advisors, and how that has changed over time
How newer investors in the independent channel of financial advice are changing the market, and what an economic downturn might mean for advisors
Where the business of wealth management is going, and the role Penney sees Dynasty playing in the future
