The Dynasty RIA Diagnostic
Dynasty Enterprise Group Team
Shirl Penney
President and CEO,
Dynasty Financial Partners
Prescribed Recommendations to Treat Your RIA’s Pain Points
Dynasty's free, 15-minute diagnostic will quickly assess your firm’s strengths, opportunities and pain points in the five essential areas:
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Who We AreWhat We DoContact
Welcome to the Dynasty RIA Diagnostic
Ed Swenson
Chief Operating Officer,
Dynasty Financial Partners
Casey McKeon
Vice President,
Dynasty Enterprise Group
About the Diagnostic
Gabby Hurtado
Assistant Vice President,
Dynasty Enterprise Group
Gordon Ross
Director,
Dynasty Enterprise Group
A Free Tool to Help Your Business Optimize Operations, Maximize Growth and Expand Margin
Independent firms face similar roadblocks to growth and the Dynasty RIA Diagnostic quickly identifies your unique pain points relative to industry benchmarks and the Dynasty Enterprise Group's firsthand experience.
Dynasty Enterprise Group Consulting Services
The Enterprise Group is the Consulting Division of Dynasty that helps already-existing firms optimize their businesses, increase profitability and improve growth.
Bringing together our experience of working with over 57 firms across the country to help them grow their Enterprise Value, we combine:
Strategic advice and best practices from working with elite advisors in the private wealth management space
Recommendations that are based upon real world experience with multiple solutions and providers
A proven track record of implementation
Joe D'Agostino
Head of Investment Platform,
Dynasty Financial Partners
Gordon Abel
Chief Marketing Officer,
Dynasty Financial Partners
Frank Coates
Chief Technology Officer,
Dynasty Financial Partners
Schedule a Confidential CallDISCLOSURES
