Shirl Penney - The Elements of Crisis Leadership

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About The Episode

Crises call for leadership. But leadership is not something that can be precisely defined. On an intellectual level, it combines an understanding of risks and opportunities, and a realistic assessment of one’s strengths and weaknesses. But it also demands a realistic vision of what the future holds and how to get there. And then leadership calls for the skills to communicate that vision and motivate your team to get there. I am privileged to speak today with one of the leaders in the wealth management industry, Shirl Penney, to talk about leadership in the coronavirus crisis.

About Our Guest

Shirl Penney is the founder of Dynasty Financial Partners. He currently serves as president and CEO of Dynasty and is a member of the board of directors. Dynasty is a leading integrated platform services company for independent wealth management advisory firms. Shirl is a frequent speaker at industry events, often quoted in various financial publications, and was named to Investment News' 2015 list of 40 most influential people in wealth management under the age of 40.

Show Notes

Here is a link to the Dynasty Financial Partners’ website for more information about its services. Here is a link to the Dynasty’s COVID-19 blog, which was mentioned in the podcast.