Dynasty's Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know
About this episode
Shirl Penney discusses essential steps for buyers and sellers of RIAs before engaging in transactions.
The founder and CEO of Dynasty Financial Partners describes five things that buyers and sellers of RIAs each need to do before engaging in a transaction. Host: Greg Bartalos.
People in this episode
Host: Greg Bartalos
Guest: Shirl Penney
Topics covered
- RIA transactions
- financial advice
- buying and selling RIAs
- investment firms
- financial partnerships
Keywords
- RIA
- financial partners
- transaction steps
- investment advice
- Shirl Penney
Mentioned in this episode
Organizations: Dynasty Financial Partners
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