Blog - Dynamic Wealth Advisors

Dynamic Wealth Advisors Adopts BasisCode Compliance Software Platform

Dynamic Wealth Advisors Adopts BasisCode Compliance Software Platform SCOTTSDALE, Ariz. and ATLANTA, September 18, 2017 – Dynamic Wealth Advisors (www.dynamicwealthadvisors.com), an advisory and practice development firm servicing independently-owned advisory practices throughout the U.S., has implemented BasisCode Compliance LLC’s software platform to improve compliance management for its own RIAs and the independent RIAs for whom it…

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September 19, 2017Going Independent, Practice ManagementBy Jim Palumbo

30 Minutes That Can Change Your Future

When prospective advisors contact our firm about our services, they tend to begin the conversation by explaining their capabilities and what they currently offer clients, and then share a few ideas about what they are seeking to accomplish in their practice. Within a few minutes, we begin to understand the advisor’s current state, what they…

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August 31, 2017Going Independent, Practice ManagementBy Jim Cannon

Make Sure You Are Ready For the Next Season of Your Practice

Fall may be just around the corner, but how are you preparing for the next season of your practice? Planning a season ahead is a smart way to remain reliable with your clients, and ensure you have the support services needed to grow and protect your business. Four key areas to focus on for the…

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August 16, 2017Practice ManagementBy Jim Palumbo

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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July 20, 2017Going Independent, Practice ManagementBy Jim Cannon

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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June 28, 2017Going Independent, Practice ManagementBy Jim Palumbo

Are Your Fees Keeping Up with Industry Trends?

Are you keeping up with the trends in advisory fees? There has been a significant amount of industry press and debate recently regarding the best method to use to charge for client services. Some suggest that a “subscription” fee model is best, especially when working with younger clients or those without significant assets to manage.…

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June 22, 2017Practice ManagementBy Jim Cannon

The Trillion Dollar Advisor Transition…Are You Ready to Capitalize?

Over the next few years, one of the most exciting opportunities for younger advisors will be the prospect of acquiring the assets of retiring financial advisors. There will be a massive transition of assets from baby boomer advisors that well-positioned firms and advisors can capitalize on, if the proper resources and infrastructure are in place.…

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June 14, 2017Going Independent, Practice ManagementBy Jim Cannon

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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June 8, 2017Going IndependentBy Urban Adams

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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May 31, 2017Going Independent, Practice ManagementBy Jim Cannon

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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May 26, 2017Practice ManagementBy Jim Cannon