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
Move Beyond Antiquated Technology
Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Frank Coates, Chief Technology…
Remove Compliance and Legal Red Tape
Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Jon Morris, Chief Legal…
A Credible M&A Strategy
Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Harris Baltch, Head of…
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