March 3, 2000
The poll found that millennials are the most likely generation to be inspired to retire early due to COVID, with 15% saying they were moving up their retirement timeline.
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Dynasty Financial Partners Appoints Shawn Shook as General Counsel to Support Legal Strategy and Advisor Transitions
"Shawn brings valuable experience that strengthens our legal team as we continue to grow," said Shirl Penney, CEO and founder of Dynasty Financial Partners. "His judgment and insight will help us continue to support independent advisors as they build their businesses."
Focus Partners:: Seamless Advisor Transitions for Client Retention and Sustained Growth
Advisory transitions aren’t just personnel changes—they’re moments of truth. Done well, they demonstrate professionalism, foresight, and commitment to the client experience. Done poorly, they risk reputational damage and long-term erosion of client trust.