Episode 38

Interview Series – Why RIAs Are the Wave of the Future and the Present: A Candid Talk With Casey Jorgensen

Matt Liebman sits down with Casey Jorgensen, CLO & COO of Dynasty Financial Partners, to unpack why the Registered Investment Advisor (RIA) model is outperforming big-bank brokerage—both today and tomorrow. From ownership economics to technology stacks, Casey reveals the levers that let independent firms scale while staying laser-focused on clients.
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