On this episode, we gain insight into Dynasty Financial Partners through our conversation with its CEO and Co-Founder, Shirl Penney.
Among other topics, Shirl and Matt discuss:
- Dynasty’s service model
- Shirl’s predictions about a Trump administration’s impact on the RIA space
- Why Dynasty offers its employees equity
- The biggest challenges facing Dynasty
- What the best advisors are doing differently
- Shirl’s charitable passions and interest in thoroughbred racing