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

0
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 16

Providing Financial Advice in the Middle of the Coronavirus Outbreak and Market Volatility

These are unprecedented times both domestically and globally. COVID-19 has had far-reaching impacts upon many areas of our lives. Volatility…

Episode 15

Making Change Count

How to Positively Impact Diversity and Create Change in the Financial Services Industry, Guest: Meghan Philbin, Communications Consultant and Coach,…

Episode 14

The Story of Shirl Penney and Dynasty Financial Partners

From Bates College to New York City to Saint Petersburg, Florida we follow the journey of Shirl as he worked…

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.