We make it easy for advisors to grow and enjoy their practices. Advisors using our services enjoy simplicity in their practices because Dynamic handles the details for them.
Simplicity
- We help you stay focused on your clients, business development and other important areas of your lifegoes
- We handle the details of human resources
- We handle the management of technology, including our fully integrated wealth management partners
- We work with custodians to resolve account problems, trading issues or other matters that usually get in the way of your productivity
- Enjoy and use the practice building resources you need
Confidence
Have confidence in your practice and your team at Dynamic
- Realize the benefit of negotiated E&O insurance rates and ERISA Bond for retirement plans
- Systems are administered for ease of us and security for you and your clients
- We manage the RIA entity and handle compliance functions
- We provide turn-key, fiduciary-based retirement plan solutions
- We help you structure your succession plan, and stand ready to assist you in a transition from your practice, whether voluntarily or involuntarily
Control
Your practice remains your practice and you still retain full control of all your clients and activities.
- Dynamic does not interface with your clients unless you would prefer our involvement
- You have 100% ownership of your client relationships and practice
- You decide whether to use our firm name or a DBA and how to position your practice services and marketing
- You decide to use our RIA or form your own RIA with our support and guidance
- You realize the same pricing advantages as Dynamic
- Use pre-approved or custom advertising and marketing