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Powering Independence Podcast

The Powering Independence Podcast is a conversation about the RIA space with topics spanning the spectrum of wealth management. Hosted by Austin Philbin, this high-energy podcast offers powerful insights and ideas for successful entrepreneurs looking to drive scale, efficiency, and enterprise value.

Latest episode

Episode 32

The Future of Wealth Management

Guest Speaker: Anand Sekhar, Vice President, Practice Management & Consulting at Fidelity.

There are many forces driving innovation in wealth management and lots of questions around the future of wealth management. Anand shares his point of view based on his extensive work with some of the top RIA(s) across the country. Listeners should expect to gain some great perspective and best practices coming out of this podcast.

Previous episodes

Episode 28

Improving Your Communication as a Leader

This podcast focuses on a very important theme for leaders—communication. I am joined by Adam Piandes, who is a coach,…

Episode 27

Trends in the Off-Shore Advisory Space

As one of the major wealth management institutions exits the international market, we sit down with Miguel Sosa, Founder and…

Episode 26

Hungry, Humble, Smart

In this year’s final podcast, I speak with Lisa Crafford, a principal within the Platform Strategy and Consulting Group at…

Special Breakaway Series

The Independence Playbook Podcast

The ‘Independence Playbook’ featured podcast series dives deep into topics that breakaway advisors need to consider when contemplating a move to the fully independent wealth management space. Join John Sullivan, Dynasty’s Head of Business Development, as he discusses due diligence, operations, legal and compliance, marketing, technology, and M&A opportunities featuring Dynasty’s experts.

Coming soon…

Special M&A Series

Inside the Deal Podcast

The ‘Inside the Deal’ featured podcast series lifts the veil on the merger and acquisition process from the buyer’s perspective and provides RIAs and advisors valuable insights from seasoned wealth management M&A professionals. Join Harris Baltch, Dynasty’s Head of M&A and Capital Strategies, as he answers the most common questions – How do RIAs know if they are M&A ready? How are wealth management M&A deals sourced? How are M&A deals negotiated?

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Dynasty Video Series

Around the Track Podcast

The most exciting 15 minutes in Wealth Management hosted by Dynasty CEO, Shirl Penney.

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