March 7, 2013
Growth can mean a number of things: professional development, growing assets, increasing enterprise value of the business, raising revenue or expanding profits. Shirl Penney examines a few lessons learned from the Dynasty Network on what advisors are doing to raise revenues and widen margins.
February 14, 2013
Legal and regulatory considerations on the path to independence.
January 8, 2013
How important is naming, branding, promoting and marketing? For some independent advisors who came to independence from larger employee advisor models, you may not have thought as much about your brand in the past. As an independent firm in a growing and increasingly competitive landscape, itís important to recognize that you are building a brand as much as a business.
November 8, 2012
If there is a constant in the investment advisory landscape, itís change. And few things are changing faster than the independent sphere.
September 25, 2012
As the trend toward independence continues, the opportunities raise questions from those advisors who are considering making the move. Shirl Penney of Dynasty Financial has created a helpful list of frequently asked question (and answers) for advisors who are thinking about going independent.
September 5, 2012
Even the best independent financial advisors can benefit from an occasional or even regular program of coaching and mentoring. It sometimes takes an outsider with a fresh perspective to see the best way for you to take your team and your practice to the next level.