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