The Dynasty 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.
All Things Due Diligence
Welcome to the Independence Playbook Podcast! Join John Sullivan, Head of Network Development and Sean Lindenbaum, Director, South East Division, as they lay the foundation for this series and discuss all things due diligence. Some of the questions they will answer are what are the benefits of independence? What does independence even mean?
Next episodes
The New Transition Checklist
Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Caitlin Douglas, Director of…
Marketing YOUR New Brand
Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Gordy Abel, Chief Marketing…
Best Practices for Operations
Welcome back to another episode of the Independence Playbook. In today’s episode, Angela Gingras, Chief Administrative Officer, joins John. Angela…
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