CASE STUDY CraigMorningstar DynamicWealthAdvisors CHALLENGE WhenJim Cannon and Craig Morningstar started Dynamic Wealth Advisors, they aimed to createaprogressivefinancialservicesfirmthatutilizedout-of-the-boxideastoachieverapid growth.Today,theyrelyonOutboundEnginetoenableindependentadvisorstonurtureand expandtheirbookofbusiness.“Mostbusinessdevelopmentprofessionalsaren’tinvestingin online marketing. Without it, an advisor has to spend a lot of

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