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 firstname.lastname@example.org.
Dynamic is recognized as a premier provider of essential resources to professional wealth management practices. Its turnkey practice platform and staff support includes asset management and enables wealth advisors to save money and focus on clients while positioning themselves for success and growth. With myVirtualPractice™, a suite of wealth management practice solutions, Dynamic hands the professional wealth advisor the keys to a comprehensive, custom-built virtual office and practice complete with staff, back/middle office, accounting/billing, compliance and even a Virtual Assistant. The wealth advisor need only add clients and a laptop, and they are up-and-running instantly. For many breakaways and independent wealth advisors, being part of a nationwide community of like-minded professionals is one of the most valuable components of their affiliation with Dynamic.
Dynamic Advisor Solutions, LLC d/b/a Dynamic Wealth Advisors is an SEC registered investment advisor. Investment advisory services are offered through Dynamic.