Shirl Penney
12 Podcast Episodes
Advisor Innovations: Shirl Penney on The Modern Independent Advisor
Advisor Innovations: Shirl Penney on The Modern Independent Advisor
In this episode, David Armstrong is joined by Shirl Penney, President and CEO of Dynasty Financial Partners, diving into... Read more
27 Jun 2022
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33mins
Shirl Penney on the 10 Things Elite Advisory Teams Do Best
Shirl Penney on the 10 Things Elite Advisory Teams Do Best
Dynasty Financial Partners' CEO discusses the importance of creative client engagement, establishing a five-year plan fo... Read more
31 May 2022
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28mins
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Shirl Penney on Building a $100 Billion RIA Platform (Podcast)
Shirl Penney on Building a $100 Billion RIA Platform (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Shirl Penney, who is the founder of Dynasty Financial Partners, a... Read more
1 Apr 2021
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1hr 7mins
A Conversation with Shirl Penney, President and CEO of Dynasty Financial Partners – Part 2
A Conversation with Shirl Penney, President and CEO of Dynasty Financial Partners – Part 2
LISTEN TO PART 1 In this episode we explore some of the hottest topics in wealth management today with Shirl Penney, Pre... Read more
8 Sep 2020
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30mins
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Shirl Penney - The Elements of Crisis Leadership
Shirl Penney - The Elements of Crisis Leadership
Crises call for leadership. But leadership is not something that can be precisely defined. On an intellectual level, it ... Read more
25 Mar 2020
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31mins
The Story of Shirl Penney and Dynasty Financial Partners
The Story of Shirl Penney and Dynasty Financial Partners
Episode 14: The Story of Shirl Penney and Dynasty Financial Partners From Bates College to New York City to Saint Peters... Read more
21 Feb 2020
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56mins
The Most Disruptive Man in Wealth Management (Josh with Shirl Penney)
The Most Disruptive Man in Wealth Management (Josh with Shirl Penney)
Who is the most disruptive person in wealth management? It's not a robo founder. Or an index ETF CEO. Or a blogger. In f... Read more
24 Jun 2019
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15mins
Ep 124: Insourcing Vs Outsourcing To Manage Overhead Expense Ratios While Scaling An Advisory Firm with Shirl Penney
Ep 124: Insourcing Vs Outsourcing To Manage Overhead Expense Ratios While Scaling An Advisory Firm with Shirl Penney
Shirl Penney is the co-founder and CEO of Dynasty Financial Partners, a back and middle office service provider for larg... Read more
14 May 2019
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1hr 51mins
Shirl Penney - USM's Promise Scholars Initiative
Shirl Penney - USM's Promise Scholars Initiative
Shirl Penney’s speaks on Thursday Sept. 6 as part of our celebrating the first cohort of the university’s Promise Schola... Read more
6 Sep 2018
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16mins
What’s Driving the Momentum Towards Independence and Will it Continue? With Shirl Penney, Dynasty Financial Partners
What’s Driving the Momentum Towards Independence and Will it Continue? With Shirl Penney, Dynasty Financial Partners
Shirl Penney, President and CEO of Dynasty Financial Partners, joins Mindy in this episode to share insights from his ow... Read more
23 Aug 2018
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38mins
