Dynasty Financial Partners Introduces Upcoming End Client Referral Program Called Dynasty Connect
Dynasty Financial Partners announced today that they will be implementing an End Client Referral Program called Dynasty Connect in the near future.
- Dynasty Financial Partners announced today that they will be implementing an End Client Referral Program called Dynasty Connect in the near future.
- Through the program, high-net-worth individuals across the U.S. will be able to contact Dynasty to connect with an independent financial advisor.
- Through its future End-Client Referral Program, Dynasty will source and introduce end-client referrals to its Network advisors.
- Currently in beta, the firm is piloting the program with less than five financial advisory firms in the Dynasty Network.