• Unlock Knowledge and Intentionality with 16 Invaluable Books By Craig Morningstar, Chief Operating Officer In the realm of financial planning, a multifaceted tapestry of wisdom and principles intertwines with the intricate nuances of individual aspirations and financial landscapes. It is a discipline where monetary artistry meets the profound spectrum of human experience. And where practitioners […]

  • 5 Behaviors to Keep Top of Mind By Steve Kulesza, CFP®, Chief Business Development Officer When most people think of sales, they think of a simple transaction of a product or service for the exchange of money. Meet a potential buyer, show them your product or service, provide a fair price and close the deal. […]

  • By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management  Culture is everything. I recently talked about culture on Orion’s The Weighing Machine podcast, and it got me thinking. Here, in place of today’s Dynamic Market Update (which will resume in two weeks), I’d like to explore the topic of culture as it relates to […]

  • Whether you’re looking to partner with a like-minded advisor, seeking to connect with other businesses to maximize referrals or outsource to a professional services firm to take your practice to the next level, choosing the right partnerships can be a win-win.  Growing Your Practice? 5 Key Considerations when Selecting a Partner   If you’re a […]

  • In October, members of the Dynamic team attended Priority Financial Group’s (PFG) fifth annual Connect Conference at the JW Marriot Desert Ridge in Phoenix. This year’s theme, “Intergenerational Planning: A Blueprint for the Future,” focused on helping advisors understand the critical role intergenerational planning plays in both their clients’ success and their own. Along with […]

  • In the world of high-net-worth (HNW) clients, wealth advisors understand the need for customization and personalized service based on their clients’ specific needs. As Dynamic’s Investment Management capabilities have grown, so too has a specialty area in evaluating complex client situations and delivering simple solutions for HNW clients. Along with building custom strategies which could […]