Live from Dynasty, Josh talks with Shirl Penney, the Most Disruptive Man in Wealth Management

Be sure to subscribe to our channel so you never miss an update

Who is the most disruptive person in wealth management? It’s not a robo founder. Or an index ETF CEO. Or a blogger.

In fact, it is Shirl Penney, the founder of Dynasty Financial Partners, whose platform for breakaway brokers who want to become independent advisors and own their own firms has now amassed almost $40 billion in client assets over the last ten years.

Shirl has changed the way wirehouse brokers and other captive financial advisors at large firms have looked at independence. He’s built a machine that began under the radar but is now on the verge of pushing the incumbents into allowing a degree of entrepreneurial freedom that would have previously been unthinkable.

Josh and Shirl first met during the Investment News 40 Under 40 Summit the year they both made the list.

Check out this video to learn about the biggest trends in the wealth management and financial advisor business, and how Shirl is upending some of the most bedrock conventions within the industry by working harder and smarter than his competitors.

You can learn more about Dynasty’s solutions for breakaway brokers who want to become advisors and launch their own firms here:

https://dynastyfinancialpartners.com/

Shirl will be giving a keynote address to the advisors in attendance at this September’s inaugural Wealth/Stack conference in Scottsdale, Arizona. Details here:

https://finance.knect365.com/wealth-stack/

Follow us on Twitter
Check us out on Facebook
Talk to us about your portfolio or financial plan here
Standard disclaimer

What's been said:

Discussions found on the web
  1. Sweet hampers commented on Sep 29

    … [Trackback]

    […] Info to that Topic: thereformedbroker.com/2019/06/24/live-from-dynasty-josh-talks-with-shirl-penney-the-most-disruptive-man-in-wealth-management/ […]

  2. Harold Jahn commented on Nov 04

    … [Trackback]

    […] Find More on that Topic: thereformedbroker.com/2019/06/24/live-from-dynasty-josh-talks-with-shirl-penney-the-most-disruptive-man-in-wealth-management/ […]

  3. quality home service commented on Nov 27

    … [Trackback]

    […] Find More on on that Topic: thereformedbroker.com/2019/06/24/live-from-dynasty-josh-talks-with-shirl-penney-the-most-disruptive-man-in-wealth-management/ […]

  4. regression testing commented on Dec 18

    … [Trackback]

    […] Info on that Topic: thereformedbroker.com/2019/06/24/live-from-dynasty-josh-talks-with-shirl-penney-the-most-disruptive-man-in-wealth-management/ […]

  5. Azure DevOps commented on Dec 18

    … [Trackback]

    […] Read More Information here to that Topic: thereformedbroker.com/2019/06/24/live-from-dynasty-josh-talks-with-shirl-penney-the-most-disruptive-man-in-wealth-management/ […]

  6. black heel with red bottom replica commented on Dec 30

    … [Trackback]

    […] Here you can find 44632 more Info on that Topic: thereformedbroker.com/2019/06/24/live-from-dynasty-josh-talks-with-shirl-penney-the-most-disruptive-man-in-wealth-management/ […]

  7. rbc online business banking commented on Jan 03

    … [Trackback]

    […] There you will find 3355 additional Information to that Topic: thereformedbroker.com/2019/06/24/live-from-dynasty-josh-talks-with-shirl-penney-the-most-disruptive-man-in-wealth-management/ […]

  8. Digital transformation commented on Jan 16

    … [Trackback]

    […] Find More to that Topic: thereformedbroker.com/2019/06/24/live-from-dynasty-josh-talks-with-shirl-penney-the-most-disruptive-man-in-wealth-management/ […]

  9. anonymous commented on Feb 03

    … [Trackback]

    […] Information on that Topic: thereformedbroker.com/2019/06/24/live-from-dynasty-josh-talks-with-shirl-penney-the-most-disruptive-man-in-wealth-management/ […]

Read this next.