After three decades in financial services, Brian Bowen has noticed a clear pattern. The advisors who thrive aren’t the ones trying to wear every hat. They’re the ones who strip away the tasks that drain their time and energy, and double down on the work that lights them up.
As Director of Advisor Integration at Dynamic Advisor Solutions, Bowen spends his days talking to advisors at every career stage—from fresh college grads to seasoned professionals weighing succession plans. Across those conversations, one theme repeats: advisors know they should delegate, but emotionally, they struggle to let go.
Dynamic has built its service model around removing operational friction. The firm can handle account opening, document preparation, portfolio rebalancing, and compliance oversight—freeing advisors to focus on client relationships. Through its Wealth360™ platform, advisors access CRM, financial planning tools, cybersecurity applications, and performance reporting through a single login. When pain points arise, Dynamic’s professionals step in with solutions, whether through back-office support, its Concierge service, or full asset management capabilities.
“The things that keep me awake at night are the things that drive advisors crazy and prevent them from being productive and happy in their careers,” says Bowen. “Top to bottom, across the Dynamic board, that’s what we live for: Just get stuff out of the way so advisors can excel.”
The AI Question Clients Won’t Stop Asking
Walk into any advisor’s office today and, sooner or later, the conversation turns to artificial intelligence. Bowen sees the interest in the technology as both opportunity and pressure. Clients want to know how their advisors are leveraging AI—and they want assurance their strategies keep pace with rapid technological change. “That’s something that I feel advisors are obsessed with: How do I participate in this tremendous groundswell of the AI uplift?” he notes.
For solo practitioners, the pressure can feel overwhelming. How do you prove you’re ahead of the curve when managing portfolios, completing paperwork, and handling client calls?
Dynamic’s answer involves centralizing technology, so advisors don’t need to become tech experts themselves. “The appetite to be on the cutting edge of technology, but doing it the right way so you don’t have to jump over and log into different types of technology—everything’s all centralized, everything comes together, so it’s a seamless advisor experience,” Bowen says. “And, of course, if it’s seamless for the advisor, hopefully that satisfaction flows to their clients.”
Since Bowen’s conversation with Wealth Advisor Editor-in-Chief Scott Martin, Dynamic announced a partnership with Aculis to develop and deploy a secure AI enterprise solution, serving as the intelligent engine behind Wealth360™, the firm’s integrated tech stack accessible through a single sign-on.
The 18-Year Veteran Who Couldn’t Take a Vacation
Bowen recalls a conversation with an advisor with 18 years in the industry who asked: “What’s my blind spot?”
The advisor had minimal support—just a temp who occasionally helped with paperwork. Everything else landed on his desk. Vacations had been limited to one or two days at a time.
“I thought: 18 years, and you’re taking a day or two off? You need to be able to take a week off, two weeks off,” Bowen says.
They discussed succession planning and sustainability. Could the advisor bring on a junior partner who might eventually buy the practice? Could handing off more operational work open up space for strategic thinking?
“Most of all,” he told the advisor, “you’ve got to get to a spot where you stay happy and stay invigorated. Your clients would be able to see that, and then you can come back refreshed and tackle your career all over again.”
Two weeks later, Bowen received a meeting request. The advisor had hired a recent college graduate with a financial planning degree, and together they mapped out a succession plan for the future of the practice.
“It’s still in its infancy, but man, did I feel good being able to be part of that,” Bowen reflects.
It’s a story he has seen play out many times: advisors often need an outside perspective to act on changes they already know are necessary. From inside the daily grind, the obvious path forward can be hard to see.
The Virtuous Cycle for Growth
Bowen encourages advisors to regularly pause and ask themselves what makes them happy. Why do I get up in the morning? What am I excited to tackle today? Do I love my job? Answers reveal where energy and focus should go. “When it comes to Dynamic and how we help advisors do that,” Bowen says, they consider: “What are your heartaches? What drives you crazy? Is it paperwork? Is it rebalancing a portfolio?”
Some advisors find financial planning tedious; others dread portfolio rebalancing or account opening. Identifying energy sinks and finding partners to handle them is key.
“When we get that phone call, we’re going to leverage our scale to try to find a solution so they can get back to doing what they love—working with their clients, managing wealth, avoiding taxes, setting people’s minds at ease,” explains Bowen.
When advisors focus on their core passions, clients notice. Engagement creates what Bowen refers to as a virtuous cycle: better experiences, more referrals, and faster organic growth.
“Be referable, be a magnet,” he suggests. “Let your clients know how much you care about them and how passionate you are about financial planning or wealth management. And from there, it should just perpetuate success and organic growth.”
The Tipping Point Where Help Becomes Essential
Bowen talks to advisors at every stage, but he sees clear signals when outsourcing becomes essential. Often, it’s a solo practitioner managing $40 million to $60 million in assets across 20 to 40 households. The critical signal? When portfolio rebalancing takes an entire week.
“You can’t spend a full week rebalancing. It’s just too much effort for a one-man shop,” he says. “That’s where you start looking at: who’s out there that can help me?”
Dynamic’s asset management team can step in completely. Advisors define their objectives, and Dynamic can handle rebalancing, trading, due diligence, ongoing monitoring for deposits and withdrawals, fee billing, and regulatory documentation.
“That’s what we’re here for,” Bowen emphasizes. “You tell us what you’re looking for. We’re going to put together the professional management to make it happen, so you can get out there and talk about your incredible abilities to put together a financial plan and take away people’s concerns.”
The firm’s scale creates advantages solo advisors can’t replicate on their own. “The talent base at Dynamic is pretty incredible,” Bowen says. “Whenever I identify a hole in something I don’t know about, it sure seems like Dynamic has the ability to find someone that does.”
Custodians and technology partners respond to that scale, too. “I think that one of the things that’s attractive about using a firm like Dynamic is the ability of scale to solve problems for you,” he observes. “I’ve found that a huge benefit at Dynamic is having all these different experts under the umbrella to help our advisors.”
Recreating the Water Cooler
At large wirehouses, advisors can always pop by a colleague’s desk to troubleshoot a client issue or brainstorm growth strategies. Independent advisors often miss that collaborative environment.
“You’re off on your own, on an island, and you’re scanning message boards for ideas. You’re scanning news stories,” Bowen observes. “And we’re trying to create that kind of environment where we can bring advisors together, we can brainstorm what some of our struggles are.”
Challenges might involve negotiating a first office lease, outsourcing rebalancing, or handling simple IRA paperwork. Dynamic positions itself as the collaborative community solo advisors lack.
“There’s no harm in just learning,” he adds. “You’ve got to recreate that water cooler environment where you have people you trust that give you ideas, just ideas—alternatives, solutions, whatever it might be.”
For some advisors, outsourcing can feel like taking a leap of faith. Revenue may dip initially, and letting go of control can be uncomfortable. But the trade-off might be worthwhile when the alternative—working 60- to 70-hour weeks slogging through time-sucking administrative tasks—often leads straight to burnout that can hurt everyone.
“Your clients don’t deserve that. Your family doesn’t deserve it,” Bowen believes.
Dynamic’s front-, middle-, and back-office support takes those burdens off advisors’ plates, handling account opening processing, electronic document preparation, advisory fee billing, and custodian relationship management. The firm’s Concierge service takes white-glove support even further, with dedicated team members managing client onboarding, meeting preparation, and ongoing account services.
“If you love what you’re doing, it’s going to reward you in multiples, hopefully in growth, in referrals to do what you love,” he says.
The Loving What You Do Factor
For Bowen, the heart of great advising is simple: focus on the parts of the job you enjoy, and find trusted partners to handle the rest.
“Do everything you can as an advisor to focus on what you love doing and be comfortable taking those steps to get rid of what you don’t love,” he says.
Whether firms build in-house capabilities or rely on partners such as Dynamic, trust is essential.
“That’s what we live for, is to help so that you can grow,” Bowen points out. “And then when you grow, we grow. Self-perpetuating cycle.”
The firm’s hyper focus on seamless integration—of technology, people, and processes—aims to remove friction from advisors’ daily experience. “The firm is obsessed with it,” he adds.
When advisors stop trying to do everything, they rediscover the joy that brought them into the profession. Clients feel it, relationships deepen, and growth follows naturally. Bowen’s message ultimately comes down to giving yourself permission—to delegate, to seek help, and to build a business around what you love.
“It’s such a huge step to accept that you have to outsource, but there are things that you need to do so that you can keep doing what you love and live a long life doing it,” he believes.
The advisors who thrive aren’t superhuman. Instead, they’re strategic about protecting their energy and ruthless about delegating everything else.
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Additional Resources
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Disclosure
Investment advisory services are offered through Dynamic Advisor Solutions, LLC, dba Dynamic Wealth Advisors, an SEC registered investment advisor.
