Dynasty CEO on his fight against inertia – not the wirehouses
Shirl Penney
Independence and being one’s own boss are what it’s all about for Shirl Penney, who stresses the fact that that Dynasty’s technology was built for ‘a business owner who happens to be an advisor’
Despite all appearances, Dynasty Financial founder Shirl Penney doesn’t see the wirehouses as the biggest rival to the independent advisory movement.
No – in his view, the biggest challenge is inertia, and he believes it’s his mission to help advisors overcome it. Considering his background
Learn more about reprints and licensing for this article.
