Unlock your independence

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.

Austin Philbin
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 22

A Differentiated Business Model for Differentiated Clients: How Intellectus Built a Firm for Entrepreneurs

Dave La Placa has an incredible background and many great experiences that fuel this conversation. A founder of several companies,…

Episode 21

Operational Excellence: A Discussion on How to Effectively Translate Military Knowledge to Financial Services Organizations

On this episode of the podcast, Austin speaks to Jim Combs, Chief Executive Officer of National Advisors Trust. Jim discusses…

Episode 20

Into the Great Wide Open: Perspectives of the Advisor Transition Process from the Front Lines

Into the Great Wide Open was the eight studio album recorded by Tom Petty and the Heartbreakers in 1991. The…

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.

around the track logo

Sign up and stay up to date

Receive updates about Dynasty and our Community of Network Partners.