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Welcome to the Powering Independence Podcast, insights and ideas for RIAs, presented by Dynasty Financial Partners. A podcast dedicated to presenting fresh ideas and best practices for the wealth management industry. What are the challenges your firm must address to become one of the leading firms in the wealth management industry? What are other firms doing to ensure they are prepared to win in the future? This podcast is aimed at sharing new ideas and asking the questions that need to be answered by any firm looking to drive scale, efficiency and enterprise value.

New episodes will be posted every two weeks. Sign up to receive notifications when a new episode goes live.

Listen to the latest podcast here:

EPISODE 1: Women on Wall Street - When Socks Tell a Story
Why have so few women joined the wealth management industry? What can the industry do to change this? What should a wealth management firm be doing to ensure it is attractive to female clients? Ed Friedman is joined by a panel of experts to discuss these questions and more: Michelle Smith, Founder and CEO of Source Financial Advisors, Penny Phillips, Founder and CEO of Thrivos Consulting, Sally Cates, Director of PR at Dynasty Financial Partners, Catherine Saunders, Head of Client Engagement Center at Putnam Investments.