Home Insights Advisor to CEO: Discover How Dynasty Financial Partners Supports CEOs

Advisor to CEO: Discover How Dynasty Financial Partners Supports CEOs

Many successful wealth management advisors are “breaking away” from traditional financial services firms to create and manage their own business.

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Rob Dietel

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60 minutes

JULY 20, 2022

innovation@work


Many successful wealth management advisors are “breaking away” from traditional financial services firms to create and manage their own business. But the skills that made them successful advisors aren’t necessarily the same skills needed to be a successful CEO. Dynasty Financial Partners, a leading provider of services and support to these new CEO/Advisors recognized this important fact and collaborated with MIT Sloan Executive Education to create a unique and impactful program to help these CEO’s develop and build new skills and capabilities to help them lead and grow their businesses well into the future. Learn more about Custom Programs at MIT Sloan Executive Education.

Rob Dietel

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60 minutes

JULY 20, 2022

innovation@work


Many successful wealth management advisors are “breaking away” from traditional financial services firms to create and manage their own business. But the skills that made them successful advisors aren’t necessarily the same skills needed to be a successful CEO. Dynasty Financial Partners, a leading provider of services and support to these new CEO/Advisors recognized this important fact and collaborated with MIT Sloan Executive Education to create a unique and impactful program to help these CEO’s develop and build new skills and capabilities to help them lead and grow their businesses well into the future. Learn more about Custom Programs at MIT Sloan Executive Education.