Скачать или смотреть COMING SOON: The Future Of Wealth Management | Shirl Penney.

We sat down with Shirl Penney, Founder and CEO of Dynasty Financial Partners, to explore the life experiences that shaped one of the most influential leaders in modern wealth management. While Shirl's humble nature is instantly felt, his reputation speaks for itself. EY's Entrepreneur Of The Year® 2023 Florida Award Winner, and most recently ThinkAdvisor's 2025 CEO of the Year at their fifth-annual Luminaries Awards earlier this month. Shirl's approach to business and leadership has set the standard across the industry.

Shirl opens up about his early life as an orphan, periods of homelessness, and the formative moments, and people, that forged his resilience, discipline, and sense of purpose. Those experiences did not just shape who he became. They directly influenced why Dynasty Financial Partners was built and how it operates today.

We discuss the philosophy behind the Triangulation of Advice™ and how separating advice, product manufacturing, and custody fundamentally changes outcomes for both advisors and their clients. What began as a personal mission has grown into a leading wealth technology platform that empowers more than 60 of the country’s most successful independent wealth management firms.