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Beyond Cash: Planning Strategies for Complex Charitable Contributions

During Dynamic’s June Resource Call, guest Mark Ricketson, vice president and charitable planning consultant for Fidelity CharitableSM, let advisors in on a charitable giving strategy that’s little-known among clients: If…

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In a Virtual World, Digital Marketing Makes Meaningful Connections

As if the ever-changing conditions surrounding COVID-19 aren’t dizzying enough, there’s the speed at which digital engagement is changing. Online trends that were present pre-pandemic—from virtual meetings, furniture e-commerce and…

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From Greek Hoops to Behavioral Finance

Thanasi Panagiotakopoulos of LifeManaged, a Dynamic affiliate in Phoenix, was in the news in June. He shared his inspirational “journey from Greek basketball to behavioral finance” on Financial Advisor. A…

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Get to Know…Erin Oldham

You may know Erin Oldham. She joined Dynamic as an Advisor Support Associate in November 2019. What you may not know is she traded the St. Louis Arch for the…

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Is Enhancing Customer Experience the New Frontier for Wealth Advisors?

“Take the time to walk a mile in his moccasins.” Mary T. Lathrap, 1895 By Jim Palumbo The industry has changed. Have you been left behind? Advisors who simply open…

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Proactive, Sound Advice Helps Clients Weather the Storm

By Eric Braund, CFP®, CRPC® COVID-19 has forced advisors everywhere to take stock of client relationships and the ways in which we provide sought-after advice. When the Dynamic team reached…

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