This Week on TRB

My friend Shirl Penney, founder and CEO of Dynasty Financial Partners, is one of the most impressive people I’ve ever met in the financial advisory business. He’s accomplished quite a lot already and is literally changing the industry with his model. It was a blast hanging out in his midtown Manhattan headquarters on Wednesday. You’ll be seeing more of Shirl here in the coming week, so stay tuned!  &n...

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source https://thereformedbroker.com/2019/06/22/this-week-on-trb-297/

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