• Advisor Innovations: Shirl Penney on The Modern Independent Advisor

  • Jun 27 2022
  • Length: 34 mins
  • Podcast

Advisor Innovations: Shirl Penney on The Modern Independent Advisor

Listen for free

View show details

  • Summary

  • In this episode, David Armstrong is joined by Shirl Penney, President and CEO of Dynasty Financial Partners, diving into the history and ecosystem of the independent financial advisor movement.  Shirl discusses: The problem Penney and his co-founder were looking to solve when they launched Dynasty. How technology was the great enabler fueling Dynasty’s growth Replicating …

    Read More Read More
    Show More Show Less
Show More Show Less

What listeners say about Advisor Innovations: Shirl Penney on The Modern Independent Advisor

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com.au reviews

Amazon Reviews
No Reviews are Available
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.