Live from Dynasty, Josh talks with Shirl Penney, the Most Disruptive Man in Wealth Management
Be sure to subscribe to our channel so you never miss an update Who is the most disruptive person in wealth management? It’s not a robo founder. Or an index ETF CEO. Or a blogger. In fact, it is Shirl Penney, the founder of Dynasty Financial Partners, whose platform for breakaway brokers who want to become independent advisors and own their own firms has now amassed almost $40 billion in client assets over the last...
source https://thereformedbroker.com/2019/06/24/live-from-dynasty-josh-talks-with-shirl-penney-the-most-disruptive-man-in-wealth-management/
The post Live from Dynasty, Josh talks with Shirl Penney, the Most Disruptive Man in Wealth Management appeared first on The Reformed Broker.
source https://thereformedbroker.com/2019/06/24/live-from-dynasty-josh-talks-with-shirl-penney-the-most-disruptive-man-in-wealth-management/
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