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Nov 12 | 2020
On Introspection and Why the ‘Future is Fulfillment’ for Wealth Advisors
By Jim Cannon, Dynamic founder & CEO 2020 may go down as one of the most trying times in history: The COVID-19 pandemic has impacted our lives in countless ways, from unprecedented health and safety concerns, to challenges affecting our infrastructure, the economy, our work environments and our daily lives. A dramatic economic downturn not […]
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Aug 06 | 2020
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 monthly subscription boxes, to restaurant, grocery, etc. pickup/delivery apps—have been accelerated, advancing their prevalence by several years in a matter of months. The ever-present pandemic […]
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Aug 06 | 2020
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 you give long-term appreciated securities to charity, you avoid the long-term capital gain and you still get the tax deduction. And that’s not all. For […]
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Aug 06 | 2020
2000-2020: A Compliance Retrospective Infographic
By Cherie Jolly I started in the securities industry in 1986, as the wire room operator at an investment firm in California. Over the years, I have been involved with and/or managed nearly every aspect of this business from operations, supervision, new business, financial planning, insurance and compliance. My focus has been on the compliance […]
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Jul 14 | 2020
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 investment accounts and manage assets may find that they are under-delivering in comparison to their clients’ expectations. At a minimum, wealth advisors should be meeting client expectations, […]
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Jul 02 | 2020
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 out and asked for my perspective on how our firm has navigated through the twists and turns of the pandemic and the uncertainty that remains, […]
LEARN MORE >Click for Dynamic’s Form CRS (Client Relationship Summary) and Dynamic’s ADV Firm Brochure. For additional information click here.
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