Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Jon Morris, Chief Legal and Governance Officer at Dynasty Financial Partners. Jon shares some of the essential items advisors need to know from a legal perspective before breaking away.
Homemade Volcanoes, Zoom Calls, and Snap Filters: Managing Work-Life Integration in Today's Environment
A Differentiated Business Model for Differentiated Clients: How Intellectus Built a Firm for Entrepreneurs
Operational Excellence
Into the Great Wide Open: Perspectives of the Advisor Transition Process from the Front Lines.
Hitting the Right High Note: A Conversation with one of the Founders of High Note Wealth
Entering the Matrix: A View from Inside the Future of Wealth Management
How Does The Math Work?
Providing Financial Advice In the Middle of the Corona Virus Outbreak and Market Volatility
Making Change Count
The Story of Shirl Penney and Dynasty Financial Partners
Succession Planning
Safe Passage: How to Move Your Business Optimally and Compliantly
The Intersection between Elite Athletes and Business
Mapping Your Journey: Can I Really Use What I Like?
Catch Me If You Can: Cybersecurity for RIAs
Legal, Compliance and Freedom - Making Compliance Fun Again! (Part Two)
Legal, Compliance and Freedom – Making Compliance Fun Again! (Part One)
The Next Generation of Advisors - Who Will Lead Your Firm’s Future?
Technology - Is My Stack Better Than Yours?
Marketing Masterminds
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