Powering Independence Podcast Dynasty Financial Partners
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- Business
The Powering Independence Podcast is a conversation about the RIA space with topics spanning the spectrum of wealth management. Hosted by Austin Philbin, this high-energy podcast offers powerful insights and ideas for successful entrepreneurs looking to drive scale, efficiency, and enterprise value.
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Independence Playbook Part 7: A Credible M&A Strategy
Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Harris Baltch, Head of M&A and Capital Strategies, to talk about how advisors can prepare for M&A pre-launch, prepare for M&A post-launch, and create a credible and repeatable M&A strategy.
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Independence Playbook Part 6: Remove Compliance and Legal Red Tape
Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Jon Morris, Chief Legal and Governance Officer at Dynasty Financial Partners. Jon shares some of the essential items advisors need to know from a legal perspective before breaking away.
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Independence Playbook Part 5: Move Beyond Antiquated Technology
Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Frank Coates, Chief Technology Officer. Technology is a vital component of any business, but its rapidly evolving environment can make it more difficult for advisors to stay abreast of the latest capabilities and features. Tune in as Frank and John discuss the most common questions advisors have regarding technology.
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Independence Playbook Part 4: Best Practices for Operations
Welcome back to another episode of the Independence Playbook. In today’s episode, Angela Gingras, Chief Administrative Officer, joins John. Angela has deep experience in RIA operations and can provide great insight into best practices for advisors transitioning to a fully independent model.
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Independence Playbook Part 3: Marketing YOUR New Brand
Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Gordy Abel, Chief Marketing Officer, to discuss how advisors should approach their brand development and marketing strategy as they transition to a fully independent RIA model.
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Independence Playbook Part 2: The New Transition Checklist
Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Caitlin Douglas, Director of Transition Services, to discuss the transition to the independence model. Caitlin shares the checklist for advisors considering the move to independence and how the pandemic altered some ways we approach transition services today.