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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.

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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 13

Succession Planning

Most advisors know they need to create both a contingency AND succession plan, but that’s a task for another day!…

Episode 12

Safe Passage: How to Move Your Business Optimally and Compliantly

Along the journey to independence, compliance is one of the most misunderstood topics. Although many advisors have a basic grasp…

Episode 11

The Intersection between Elite Athletes and Business

Elite athletes spend years honing their physical skills in order to compete at a professional level. For many of these…

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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