Sarah Stallins, Business Development & Advisor Support

Sarah Stallins Business Development & Advisor Support Sarah begin her career in financial services over a decade ago. She has RIA, money manager, sales, service and marketing experience.   What is your role at Dynamic and how does it help support our clients? Currently I am working in Business Development and Advisor Support, but I…

Amy Eagan, Billing & Reporting

Amy Eagan Billing & Reporting Amy has worked with advisors and their clients for over 10 years. Most recently, she was responsible for running operations for a Phoenix-based RIA. She has experience in systems, billing, reporting and leads many special projects for Dynamic.   What is your role at Dynamic and how does it help…

What’s Most Important To Your Practice?

According to a recent survey by Fidelity Investments and WealthManagement.com, solid, customizable platforms, flexible technology, compliance support and help with client acquisition are the most important factors relating to job/practice satisfaction. The survey conveyed that firms who focus on improving these factors tend to have higher retention, and attract advisors who value high performance and…

Are You Focusing On Growth?

In today’s demanding business environment, financial advisors wear many hats to maintain an efficient business and develop productive client relationships. One of the most difficult tasks advisors can face is juggling the two. Whether working to do it all, hiring and managing staff, or leveraging an RIA platform, it is crucial to maintain high value…