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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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Lessons from Quarantine, Part III: Find Your Joy

By Jim Palumbo In this final installment, Principal and Chief Development Officer Jim Palumbo encourages us to find our purpose in the post-pandemic new normal. After all, that’s where we’ll…

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Lessons from Quarantine, Part II: Spend Time with Those You Love

By Jim Palumbo In this second installment, Principal and Chief Development Officer Jim Palumbo shares in these trying times the importance of pouring love into your family and watching them…

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