• Advisor Innovations: Shirl Penney on The Modern Independent Advisor

  • Jun 27 2022
  • Length: 34 mins
  • Podcast

Advisor Innovations: Shirl Penney on The Modern Independent Advisor

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  • Summary

  • 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 …

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