10/22/2026
Alma and Claudia had a great time in New York City last week attending the sixth annual DIAL Emerging Advisor Seminar with Dynasty Financial Partners!
Hosted at Goldman Sachs headquarters, the seminar brought together emerging advisors from across the Dynasty Network for valuable insights on growing advisory practices, building client relationships, and preparing for the next generation of investors.
We’re grateful to Dynasty Financial Partners for putting together such a meaningful experience and for creating opportunities for our team to continue learning, growing, and building relationships across the industry!