Advisor Innovations: Shirl Penney on The Modern Independent Advisor
Jun 27 2022
Length: 34 mins
Podcast

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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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