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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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…

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How Women Are Shaping Our Industry

As Paula Wieck highlighted in her recent article, women offer a unique and refreshing set of skills and perspectives, and it is exciting to see the percentage of female leadership rising in the business community. Giving credit where credit is due, it is important to recognize and support the accomplishments of women in corporate America.…

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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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The Clock is Ticking

Non-value-added tasks that steal hours from your day and money from your wallet Imagine how much you could accomplish if there were no deadlines, schedules, or sleep.  The reality, however, is that all of us work hard to juggle everything.  After all, time is money.  With a limited amount of hours each day, it is…

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Dynamic Wealth Advisors Expands in Arizona

Scottsdale, Arizona: April 27, 2017 – Dynamic Wealth Advisors expands in Arizona with the addition of Roger Bracken in North Scottsdale. Mr. Bracken, who was responsible for overseeing $200,000,000 in assets for approximately 200 clients at his previous firm, specializes in investment consulting, wealth management, financial planning and retirement planning. for high net worth clients. …

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