23 episodes

The Powering Independence Podcast is a conversation about the RIA Space hosted by Austin Philbin. His friends and guests include individuals spanning the entire spectrum of wealth management. A high-energy, insightful creation; this show aims to demystify many of the myths of financial services and provide insights, fresh ideas and a true look into what it takes to be a successful wealth management entrepreneur. Austin will ask the questions that need to be answered by any firm looking to drive scale, efficiency and enterprise value.

Powering Independence Podcast Dynasty Financial Partners

    • Investing

The Powering Independence Podcast is a conversation about the RIA Space hosted by Austin Philbin. His friends and guests include individuals spanning the entire spectrum of wealth management. A high-energy, insightful creation; this show aims to demystify many of the myths of financial services and provide insights, fresh ideas and a true look into what it takes to be a successful wealth management entrepreneur. Austin will ask the questions that need to be answered by any firm looking to drive scale, efficiency and enterprise value.

    Women in Wall Street

    Women in Wall Street

    EPISODE 1:  Women in Wall Street - When Socks Tell a Story
    Why have so few women joined the wealth management industry? What can the industry do to change this? What should a wealth management firm be doing to ensure it is attractive to female clients? Ed Friedman is joined by a panel of experts to discuss these questions and more: Michelle Smith, Founder and CEO of Source Financial Advisors, Penny Phillips, Founder and CEO of Thrivos Consulting, Sally Cates, Director of PR at Dynasty Financial Partners, Catherine Saunders, Head of Client Engagement Center at Putnam Investments.
     

    • 1 hr 9 min
    M&A - The Power of Inorganic Growth

    M&A - The Power of Inorganic Growth

    EPISODE 3: M&A - The Power of Inorganic Growth
    So many firms want to grow inorganically and recruit established advisors to their firms and transfer their clients across, but what does this process actually entail? Is your firm M&A ready? How do you attract these advisors? What should the negotiation look like? Is the market too frothy right now? Ed and Gordon are joined by a panel of experts who live and breathe advisor recruitment every day: Mindy Diamond, Founder and CEO of Diamond Consultants, Justin Weinkle, Chief Financial Officer at Dynasty Financial Partners, and Phil Fiore, Partner and CEO at Procyon Partners.

    • 1 hr 4 min
    Marketing Masterminds

    Marketing Masterminds

    EPISODE 4:  Marketing - You Mean I Shouldn't Buy a Billboard? With new technologies and strategies constantly being developed, the approach to Marketing has seen dramatic change in recent years. RIA teams and industry leaders need guidance on how to leverage this critical channel for business growth and client engagement. How do you know if you are spending too much or too little on Marketing? How do you know you are receiving a return on your investment? To answer these questions, please join our hosts Ed Friedman - National Director of Practice Management and Gordon Ross - Director Enterprise Group, Dynasty Financial Partners and their guests, Paul Strid, Co-Founder of Concentus Wealth Advisors, Gordy Abel, Chief Marketing Officer at Dynasty Financial Partners, and Justin Barish, Vice President of Digital Marketing at Dynasty Financial Partners as they explore Marketing Masterminds.

    • 59 min
    Technology - Is My Stack Better Than Yours

    Technology - Is My Stack Better Than Yours

    EPISODE 5:  Technology - Is My Stack Better Than Yours?
    There has never been more innovation when it comes to technology within the wealth management industry. With that, there has never been more confusion too! What is the best tech solution for my firm? How do I diagnose what my company needs? Once we adopt new technology software, how do I onboard it and drive adoption? Ed and Gordon are joined by a group of industry leaders who have had to answer these questions: Brian Schulte, Information Systems Senior Manager at Geller Advisors, and Paul Metzger, Technology Consultant at Dynasty Financial Partners.

    • 58 min
    Homemade Volcanoes, Zoom Calls, and Snap Filters: Managing Work-Life Integration in Today’s Environment

    Homemade Volcanoes, Zoom Calls, and Snap Filters: Managing Work-Life Integration in Today’s Environment

    Episode 23: Homemade Volcanoes, Zoom Calls, and Snap Filters: Managing Work-Life Integration in Today's Environment
    One of the most obvious impacts of COVID-19 has been the need to integrate professional and family life in a much closer way.  With many schools beginning the academic year remotely, working parents are called upon to balance many new roles and responsibilities.  A silver lining in the pandemic is that families have had the opportunity to spend more time with each other than ever before.  In this episode of the podcast, I am joined by three parents, all who share their authentic journeys around navigating the new normal.  We have some laughs and some tears and some really great stories.
    Guests:
    Alex Hansen, Senior Vice President, Chief Compliance Officer, Dynasty Financial Partners
    Jill Russo, Vice President, Compliance, Dynasty Financial Partners
    Alyssa Kamangar, Associate, Finance, Dynasty Financial Partners

    • 1 hr 7 min
    A Differentiated Business Model for Differentiated Clients: How Intellectus Built a Firm for Entrepreneurs

    A Differentiated Business Model for Differentiated Clients: How Intellectus Built a Firm for Entrepreneurs

    Episode 22: A Differentiated Business Model for Differentiated Clients: How Intellectus Built a Firm for Entrepreneurs
    Guest: Dave La Placa, Founder and CEO of Intellectus Partners
    Dave La Placa has an incredible background and many great experiences that fuel this conversation.  A founder of several companies, co-executive producer of a movie, board member for several technology companies, and CEO of Intellectus Partners, an RIA Focused on entrepreneurs.  Dave brings an tremendous amount of insight into the mindset required to build and grow businesses—especially businesses in the tech sector.  As a true operator in Silicon Valley, he shares valuable insight into how he is able to service these clients as a registered investment advisor.  Finally, as we built the Dynasty presence on the West Coast, we shared an office with Dave, which created a great foundation for our dialogue.

    • 1 hr

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