Advisor Innovations

Advisor 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.

 

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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

Listen to the Advisor Innovations Podcast

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