Women and Wealth: Meeting the Needs of a Dynamic Demographic
With women making up more than half the U.S. population, a wealth advisor’s understanding of how to best serve female clients isn’t an option; it’s a necessity. Adding to a…
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Top 3 Silver Linings: Volatility, Rising Rates, COVID
By Kostya Etus, CFA®, Head of Strategy, Portfolio Services Team “You have to do everything you can, you have to work your hardest, and if you do, you have a…
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Perspectives on Estate Planning: An Essential (and Delicate) ‘Ask’
On a recent Dynamic Resource Call, “Conversation & Collaboration: An Attorney’s Take on Estate Planning,” Dynamic COO Craig Morningstar welcomed Bernard (Bernie) Rethore, J.D. He’s the managing partner of Phoenix-based…
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Book Review: The Power of ‘The Psychology of Money’ for Me and My Clients
By Michelle Kaufman, CFA®, CPWA® Ever since I started my boutique wealth practice, Prioritas Financial Advisors, I’ve wanted to connect with great people to discuss big ideas. Most of my…
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Get to Know…Whitney Johnson
Whitney Johnson plays a dual role at Dynamic, one-part Business Development and one-part Practice Development associate. As an Arizona native, she knows the Grand Canyon State’s 5 C’s well: Copper,…
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Practice Development: Actionable Tips for Estate Planning
The role of the financial advisor is continuously evolving. With more advisors adopting the comprehensive holistic wealth approach, there’s an increasing number who are engaging in conversations involving estate planning.…
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