Dynamic Advisor Solutions

?? Markets rise and fall. ?? Strategies shift. But one thing that remains constant? The need for efficiency in your practice. Having the right systems in place — not just for investments, but for all-encompassing, back-office operations — can make all the difference. Outsourcing isn’t about giving up control; it’s about optimizing your time and resources to focus on what matters most: your clients. Our latest insights explore how wealth advisors can outsource non-revenue generating functions to free up time for high-value activities. ?? If you’re looking for ways to create consistency and support despite market twists and turns, take a look: https://lnkd.in/g8EA_GGP #ElevateYourPartnership #WealthAdvisors #InvestmentStrategy #PracticeManagement #Outsourcing

?? Wrapping up an incredible advisor video series with one final shoot! ? We had the pleasure of filming with Jennifer Valdes of FD Wealth — who flew in from Miami to Phoenix for her on-camera debut! The Dynamic team's Steve Kulesza CFP? Cherie Jolly, IACCP Tanya Escobedo, Eric Draughon and Amy Eagan had a wonderful time welcoming her, sharing dinner at Buck & Rider and making the most of our time together. Albeit brief, it was truly a pleasure getting to know Jenny and learning firsthand her enthusiasm for investment management strategy and unwavering dedication to her clients. Thank You and #ShoutOut to our remarkable film crew, headed by Dean Hawn and King Lawrence! #TheBest. Stay tuned for all the final videos — not to be missed! #DynamicNetwork #WealthAdvisors #Partnership #InvestmentStrategy #FinancialPlanning #Storytelling

?? Behind the scenes with this Dynamic duo!?? Spending the day filming with Tom McCann, CFP? and Brian Bucell, CFP? of Crestview Capital Management was nothing short of inspiring. Their passion and insights, paired with their deep commitment to clients, make them a powerhouse team — one that embodies the spirit of the Dynamic network. Thank You-Shout Out to Tom and Brian for sharing what makes their partnership a success and how they help clients navigate their financial futures with confidence. Stay tuned for more from our advisor video series! #DynamicWealthAdvisors #DynamicDuo #AssetManagement #FinancialPlanning #RetirementPlanning #ThousandOaks

???Has the Market Pullback Begun? What Advisors Need to Know ?? A few tough weeks and the stock market is in negative territory for the year — is this just noise, or the start of something bigger? In our latest #DynamicMarketUpdate, Konstantin (Kostya) Etus, CFA breaks down: ?? Why mega-cap tech stocks are struggling ?? The role of economic slowdown and trade uncertainty ?? What the bond market and international equities are signaling Is this the start of a larger downturn, or just a speed bump? Get the full analysis and timely insights to help your clients stay ahead. ?? Read the latest Market Update now: https://lnkd.in/gCT4cUmE

?? Another inspiring day on set as we continue filming our advisor video series! We had the privilege of capturing the story of Kathleen Murray, CFP?, an original ("OG") advisor to join the Dynamic network in 2010. She built a legacy of trust and guidance, helping clients navigate their meaningful retirement. Now, that legacy continues with Urban Adams, who has taken the reins while evolving the practice, carrying forward the same commitment and care. It's more than a succession story — it’s a testament to the lasting impact of great advisors and the client relationships they build over time. Stay tuned for more behind-the-scenes moments! #DynamicWealthAdvisors #SuccessionPlanning #Legacy #FinancialPlanning #RetirementPlanning

Advisors, are you spending too much time on portfolio management? Your clients value your guidance — but if managing portfolios is monopolizing your time, you might be missing out on what matters most. Model portfolios can help you: ? Provide regular rebalancing ? Deliver more predictable outcomes ? Enhance client trust with a disciplined investment approach Could model portfolios be the game changer you need? ?? Read our latest insights: https://lnkd.in/g3XaHBp2

?? Such a gorgeous day today in the Valley! Even better? Spending the morning with one of our Phoenix-based advisors, Thanasi Panagiotakopoulos, CEPA, MSF, BFA of LifeManaged, capturing his story on camera. ?? From his journey into wealth advising to the passion behind his practice, we’re excited to share what makes his work so impactful for his clients. Stay tuned! ? #LifeManaged #OnSet #WealthAdvisors #FinancialPlanning #Storytelling

?? That’s a wrap! Steve Kulesza CFP? Mat Weiss & Konstantin (Kostya) Etus, CFA made sure to represent on the final day of #PFGConnectConference2025 at Talking Stick Resort. Huge thanks to our invaluable partner Priority Financial Group for the valuable conversations & meaningful connections to drive innovation forward. Until next time! ?? #TeamDynamic #PriorityFinancialGroup #ConferenceTakeaways #Innovation #WealthAdvisors

?? The Market’s On Repeat — Is It Time for a Remix? ?? The stock market keeps setting all-time highs like a broken record, but is the beat about to change? Undervalued companies could be making a comeback. Meanwhile... there's record-high concentration risk with the AI boom driving increasingly narrow market leadership. ??? In the latest #DynamicMarketUpdate, Konstantin (Kostya) Etus, CFA spins the latest trends, remixing diversification strategies to help advisors navigate what’s next. Hidden opportunities may exist in companies that have been skipped over. Are you ready for the shift? ?? Read the full Market Update: https://lnkd.in/gY5M8TBZ #Investing #WealthManagement #StockMarket #AI #Diversification

Traveling... shopping... going to the movies... cooking... relaxing...