Entrepreneurs
Why Everything You Think You Know About Wealth Management Is Probably Wrong
The most accomplished professionals are still using outdated financial advice models — and it's costing them more than they realize.
Shirl Penney
President and CEO of Dynasty Financial Partners
Entrepreneur Leadership Network® Contributor
Shirl Penney, founder of Dynasty Financial Partners, champions independent wealth management firms with $100 Billion AUM. Dynasty offers technology, investment solutions, and capital providers and connects prospective clients to Dynasty Network Advisors. Learn more at www.dynastyconnect.com
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