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Running an RIA · Video

A Fireside Chat with Shirl Penney & Brett Phillips: Winning Teams, Strong Culture Lasting Impact

The conversation is framed around leadership, team culture and resilience, themes relevant to wealth professionals interested in how advisory firms build and run teams. It offers Phillips's perspective on teamwork and personal growth rather than specific wealth management content.

Plays here from the publisher’s YouTube channel. Nothing loads until you press play.17 min
On the publisher’s site

Summary

By the running an ria desk

Dynasty Financial Partners founder and CEO Shirl Penney speaks with former Tampa Bay Rays player and retired MLB veteran Brett Phillips in a fireside chat. The discussion covers leadership, perseverance, culture, teamwork and resilience, drawing on Phillips's baseball career and lessons learned on and off the field. It also addresses building strong team cultures, overcoming challenges, leading with authenticity and the values that shaped his success.

  1. Brett Phillips is a former Tampa Bay Rays player and retired MLB veteran.
  2. The fireside chat covers leadership, perseverance, culture, teamwork and resilience.
  3. Phillips discusses lessons from his baseball journey on and off the field.
  4. The conversation touches on building strong team cultures, overcoming adversity and leading with authenticity.

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Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.

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