Live from Dynasty Josh talks with Shirl Penney the Most Disruptive Man in Wealth Management6/24/2019
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...
The post Live from Dynasty, Josh talks with Shirl Penney, the Most Disruptive Man in Wealth Management appeared first on The Reformed Broker. Via https://thereformedbroker.com/2019/06/24/live-from-dynasty-josh-talks-with-shirl-penney-the-most-disruptive-man-in-wealth-management/
0 Comments
Leave a Reply. |
AuthorHi I am Evelina Bryant , I am 32 years old from Big Bear Lake, CA. I am woring as a financial analyst with local financial services company. ArchivesNo Archives Categories |