The Principle of Storytelling with Aaron Klein

The Principle of Storytelling with Aaron Klein

By Jim Cannon, CEO With all the Oscar buzz this week, I couldn’t help but think about a recent Dynamic Resource Call we had with our advisors that pivoted, among other topics, to the principle of storytelling. Brief background: We hold resource calls monthly, conversing with industry professionals on relevant topics to help advisors grow…

Strategic Growth Part II: M&A

Strategic Growth Part II: Mergers & Acquisitions

  By Jim Palumbo, Principal and Chief Development Officer This is the second of a two-part series on how to grow your practice strategically.     In my previous post, “Grow Your Practice, Build Your Business,”  our focus on strategic growth centered on adding professional and paraprofessional staff and services to your practice to create additional clients…

Most Popular YouTube Videos

Here are the most popular videos from our YouTube channel in the last two months. Enjoy! And if you would like a copy of the sample Financial Advisor Business Plan mentioned, please email jim.palumbo@dynamicwealthadvisors.com. About Dynamic Dynamic is recognized as a premier provider of essential resources to professional wealth management practices. Its turnkey practice platform…

Unicorn Found!

  UNICORN FOUND “…perfectly-integrated technology is a unicorn.”   -Deborah Stavis, CEO, Stavis & Cohen Financial     “Technology and client demands are among the toughest challenges for more of this year’s top broker-dealer advisors,” wrote Rita Raagas[i] De Ramos in Financial Advisor IQ[ii] recently. The 2019 Financial Times 400[iii] top advisors cite these four things…