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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…
The post Live from Dynasty, Josh talks with Shirl Penney, the Most Disruptive Man in Wealth Management appeared first on The Reformed Broker.