Shirl Penney
The Architect
Structured and legacy-driven; builds the systems and institutions that last.
Shirl Penney reads as The Architect because Dynasty Financial Partners was not built to compete inside wealth management's existing structures, it was engineered as a new category, the integrated RIA platform, from the ground up.
“A lot of the capital gets deployed if somebody wants to do a recap, kind of practice what they preach, take a few chips off the table, or if they want to grow inorganically and drive their business by acquiring other advisors.”
“When we were an idea of this new concept and we said, trust us, we understand it's your life's work and we're going to execute on your behalf. But we're going to jump out this window together. And that handshoot's going to go up and it's going to work and you're going to have that safe and soft landing.”
“Various growth strategies on brand development, on staffing. So our community, I think, is a very powerful differentiator because I think you're defined not just by who you service, but also who you don't. And for dynasty, thinking about our clients, we're not trying to be something to everyone. We're trying to be everything to someone.”
“Like Time Bar and Pirates Booty, which he didn't found. And then he went on to found now body armor. Very few entrepreneurs have ever founded a billion-dollar brand from the ground up. Even fewer number have done it more than once. And body armor certainly a multi-billion dollar brand at this point, as was vitamin water.”
Masters in Business: “Shirl Penney on Building a $100 Billion RIA Platform (Podcast)”
LISTEN AT THE SOURCE ↗THE RECORD IS CHECKABLE