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  This week, we speak with Shirl Penny, founder and CEO of Dynasty Financial Partners. Penny has a somewhat unusual background; he was recently named to 40 under 40 list. Dynasty has 50 RIA offices, 250 advisors + over $60B in assets on their platform. Penny tells of his humble roots, being raised by his step-grandfather in a fishing village in Maine. After college, he interviewed at Smith Barney, and experienced a series of firsts: His first escalator, first revolving door and first airplane flight. He stayed at Smith Barney for more than a decade. He explains the four businesses Dynasty manages, the largest of which is running the back office for 50 RIAs. The firm handles everything from payroll, compliance, marketing and investing for these firms. This allows the advisors to focus on what they do best, while letting Dynasty handle the administrative functions. They have become the leading platform provider for breakaway brokers. He likens what they do to “

United statesJohne schlifskeSmith barneyNorthwestern mutualShirl pennyDynasty financialஒன்றுபட்டது மாநிலங்களில்ஸ்மித் பார்னிவடமேற்கு பரஸ்பரஶர்ல் பைசாஆள்குடி நிதி