Should You Outsource Investment Management?

By Jim Palumbo   In an article for Advisor Perspectives ( www.AdvisorPerspectives.com ) on July 9, 2018, Sara Grillo, a sought-after marketing consultant and speaker, wrote an in-your-face op-ed regarding how advisors spend their time. Her perspective is factual, candid, and perhaps difficult to embrace for many advisors. She wrote, “As I click the button…

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New Affiliate in Philadelphia Area

  Dynamic Wealth Advisors Expands on East Coast, Affiliates with Harvey Samachson, formerly of Wells Fargo   Phoenix, July 12, 2018 – Dynamic Wealth Advisors expands in the Philadelphia area with the addition of Harvey Samachson. Mr. Samachson, a 30-year industry veteran, specializes in investment consulting, wealth management, financial planning and retirement planning for high net…

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Webinar Nov 29th: Grow Your Business – Retirement Plan Secrets

Grow Your Business Retirement Plan Secrets   Advisors working with high net worth clients and business owners are uncovering the opportunity to service company retirement plans. Many advisors struggle with the plan business or refer it to specialists.  This webinar covers tips and techniques you can use right away in your practice to develop retirement…

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