In this episode of The Greatness Machine, Darius is joined by Shirl Penney to share his compelling journey from the financial struggles of his upbringing in rural Maine to building a financial empire managing nearly $100 billion in assets. The conversation delves into the challenges he faced, the pivotal moments that shaped his career, and the innovative strategies he employed to revolutionize the wealth management industry. Shirl also discusses the importance of resilience, leadership, and maintaining a clear vision in the pursuit of success. 

In this episode, Shirl and I talked about:

• Shirl looks back at being homeless to founding Dynasty Financial Partners
• Improving financial literacy and providing independent financial advice 
• The origin and motivation behind the creation of Dynasty Financial Partners
• The impact of Shirl’s upbringing and experiences on his approach to business
• The value of maintaining a strong corporate culture and significant growth
• And other topics…

Meet Shirl:

Shirl Penney is the founder and CEO of Dynasty Financial Partners, a leading integrated platform for independent wealth management firms. Under his leadership, Dynasty has become a trailblazer in providing sophisticated technology and business solutions to financial advisors. Shirl’s innovative approach and commitment to empowering advisors have garnered widespread recognition in the financial services industry. Prior to founding Dynasty, he held key positions at Citi Smith Barney and was instrumental in the growth and development of their wealth management division. Shirl is also a frequent speaker and thought leader on the future of wealth management and entrepreneurship.

Meet Darius: 

Darius is your host of The Greatness Machine. Darius is a mad scientist, high-growth CEO, serial entrepreneur, author, conscious capitalist, speaker, and entertainer. Darius is on a quest to create 1,000,000 Core Value Driven Organization by 2030. He is calling this “The Core Value Revolution.” Darius is an alumni of the Birthing of Giants Entrepreneurial Program at MIT and Stagen Integral Leadership Program. Darius’s accolades include being ranked #9 Top Rated CEO in America on Glassdoor, has won numerous Stevie Awards, and has founded and grown organizations that have been ranked #40 in the Inc. 500 and were ranked #3 Best Places to Work By the San Francisco Business Time. He is all about the P’s: Passion, Pizza, Puzzles, and, especially, Pink Unicorns. His book, The Core Value Equation, is an Amazon #1 Best Seller and is available at www.thecorevalueequation.com.

The Greatness Machine shares lessons on how to framework your drive for results, create limitless space, and win the war on talent.

My team and I are on a mission to help YOU create a cultural revolution. I want to teach you how to build a core value driven organization. 

#GreatnessMachine

therealdarius.com

Make Greatness Happen!

——————————————————— 

LET’S CONNECT! 

Facebook: @therealdariusm 

Instagram: @whoompdarius

Twitter: @kingdarius

LinkedIn: @dariusmirshahzadeh

——————————————————— 

Don’t let your Core Values become a company artifact!  Learn how to make Core Values the language of your organization.  Pre-order my book The Core Value Equation found at the link below 

The Core Value Equation

———————————————————