LISTEN TO PART 1

In this episode we explore some of the hottest topics in wealth management today with Shirl Penney, President & Chief Executive Officer of Dynasty Financial Partners.

Shirl shares his unique perspective and experience on:

Coronavirus and its impacts on the business:

How has COVID changed businesses?

How should you plan and handle situations like COVID?

What steps can you take today to prepare and help your clients & employees in the future?

COVID worries and concerns.

Pandemic planning: 

How should you adapt on the go to respond to a crisis like COVID?

How has technology shaped the way we view remote work and what does the future look like?

Innovations in the business 

What is Dynasty Financial Partners doing differently in terms of innovation?

And much more.

It’s an episode that covers a great deal of ground – solid information for any advisor who is looking to gather insight on the changes in the landscape and use that knowledge to take their business to the next level.

 

WATCH THE EPISODE IN VIDEO

 

BIO

Shirl Penney is the founder of Dynasty Financial Partners. He currently serves as President and CEO of Dynasty and is a member of the Board of Directors. Dynasty is a leading integrated platform services company for independent wealth management advisory firms. Dynasty has received many industry awards and recognition for its impact on the wealth management industry since its launch in 2010. Shirl is a frequent speaker at industry events, often quoted in various financial publications, and was named to Investment News’ 2015 list of 40 most influential people in wealth management under the age of 40. Shirl was also named to the 2016 inaugural list of Icons and Innovators in wealth management by Investment News.

Prior to Dynasty, Shirl worked at Citi Smith Barney in various leadership roles including director of private wealth management and head of executive financial services.

He is from Eastport, Maine, a graduate of Bates College in Lewiston, Maine, and currently lives in Saratoga Springs, New York with his wife Mary Ann and his two daughters. Shirl and his wife are active in various charitable causes with a focus on education, poverty, ALS, and veteran services.

Shirl is a Fellow of the inaugural class of the Finance Leaders Fellowship and a member of the Aspen Global Leadership Network.