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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. This high-energy podcast offers powerful insights and ideas for successful entrepreneurs looking to drive scale, efficiency, and enterprise value.

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 25

What it means to be a “Schwabie”—Examining the Powerful Culture of Charles Schwab through the Stories of its People

In this episode of the Powering Independence Podcast, we explore the people and culture of Charles Schwab. Our guests talk…

Episode 24

Making the Uncomfortable, Comfortable: How to Discuss the Meaning of Wealth as a Financial Advisor

The roles of financial advisors have morphed over the years. With the democratization of products and most services, building deeper…

Episode 23

Homemade Volcanoes, Zoom Calls, and Snap Filters: Managing Work-Life Integration in Today’s Environment

One of the most obvious impacts of COVID-19 has been the need to integrate professional and family life in a…

Special Breakaway Series

The Independence Playbook Podcast

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

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?

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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