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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.

Part 1

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

Part 5

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…

Part 6

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…

Part 7

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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