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…

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Dynamic Wealth Advisors Named to 2017 Financial Times 300 Top Registered Investment Advisers 

June 29, 2017 – Dynamic Wealth Advisors is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisors. The list recognizes top independent RIA firms from across the U.S.    This is the fourth annual FT 300 list, produced independently by the Financial Times in…

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DWA Has Expanded on the West Coast

Dynamic Wealth Advisors Has Expanded on West Coast, Affiliates with Edward LeBeau of Legacy Financial Advisors    Scottsdale June 8, 2017 – Dynamic Wealth Advisors has expanded in Southern California with the addition of Edward LeBeau of Legacy Financial Advisors in Orange County.    Mr. LeBeau, who was responsible for overseeing $700 million in assets…

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White Papers or White Posts?

Technology is in high demand, and so is your time!   Since the launch of the Internet, technology has taken off at lightning speed. Today, you can run every aspect of your business through the right technology median, and discuss all of it with like-minded peers on social media. From papers to posts, running a…

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Everyone Else Is Doing It

Industry pressure and the expectations of today’s new norms Recently, I met an experienced advisor at a TD Ameritrade Conference who was explaining  how he schedules his work week:  one day for financial planning; one for investment research; one for trading and rebalancing portfolios; one for networking meetings and prospecting; and, one for seeing or…

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