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Nov 10 | 2021 Card image cap
Practice Development: Actionable Tips for Estate Planning

The role of the financial advisor is continuously evolving. With more advisors adopting the comprehensive holistic wealth approach, there’s an increasing number who are engaging in conversations involving estate planning. However, estate planning isn’t just another transaction. It’s not simply the act of developing a plan and setting it on the shelf to be followed […]

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Get to Know…Whitney Johnson

Whitney Johnson plays a dual role at Dynamic, one-part Business Development and one-part Practice Development associate. As an Arizona native, she knows the Grand Canyon State’s 5 C’s well: Copper, Cattle, Cotton, Citrus and Climate. When she’s not busy assisting prospective advisors on how best Dynamic can partner with them and advisor affiliates on how […]

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Book Review: The Power of ‘The Psychology of Money’ for Me and My Clients

By Michelle Kaufman, CFA®, CPWA® Ever since I started my boutique wealth practice, Prioritas Financial Advisors, I’ve wanted to connect with great people to discuss big ideas. Most of my clients are high achieving women and couples who’ve had tremendous life experience. Through my monthly Prioritas Book Club, I’ve discovered a wealth of client stories waiting to be […]

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Perspectives on Estate Planning: An Essential (and Delicate) ‘Ask’

On a recent Dynamic Resource Call, “Conversation & Collaboration: An Attorney’s Take on Estate Planning,” Dynamic COO Craig Morningstar welcomed Bernard (Bernie) Rethore, J.D. He’s the managing partner of Phoenix-based Pfarr & Rethore, P.C.., an established law firm specializing in estate planning, probate and trust administration. “The majority of Rethore’s estate planning clients are brought to […]

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Q4 2021: Top 3 Silver Linings: Volatility, Rising Rates, COVID

By Kostya Etus, CFA®, Head of Strategy, Portfolio Services Team “You have to do everything you can, you have to work your hardest, and if you do, you have a shot at a silver lining.” – Pat/Bradley Cooper (“Silver Linings Playbook” 2012) There are plenty of things to worry about these days, including global supply […]

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Women and Wealth: Meeting the Needs of a Dynamic Demographic

With women making up more than half the U.S. population, a wealth advisor’s understanding of how to best serve female clients isn’t an option; it’s a necessity. Adding to a population that favors females, women are not only earning more, they are inheriting more and outliving their male counterparts by an average of five years. […]

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Dynamic Advisor Solutions, LLC dba Dynamic Wealth Advisors is an SEC registered investment advisor. Investment advisory services are offered through Dynamic. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https://adviserinfo.sec.gov/IAPD by searching under crd #151367. You can contact us if you would like to receive a copy by calling 877-257-3840 x720.