Shows
Advisor RevelationsHow DPL Supported a Firm’s Journey from Breakaway to Enterprise.This week, Patrick Perry, Regional Vice President of Member Success at DPL, talks with Sam Marrella, Regional Director at Apella Wealth. Sam shares the story of how his family firm successfully transitioned from a broker-dealer to an independent RIA. He discusses the significant role that DPL's technology and commission-free annuity platform played in streamlining their process, enhancing the client experience, and enabling a powerful alignment of interests that fuels trust and organic growth. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
2025-12-0215 min
Advisor RevelationsLeveraging DPL’s technology to guide the path to independenceThis week, Michael Carmody, VP of National Accounts at DPL Financial Partners, talks with Raymond Gettins, Director at United Advisor Group (UAG), about what true independence really looks like for financial advisors. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
2025-11-0413 min
Advisor RevelationsEngaging clients about why annuities make sense for financial planningThis week, Patrick Perry, RVP of Member Success at DPL, talks with Joseph (Jody) Goss, Managing Partner and Private Wealth Advisor at William Joseph Capital Management. Jody shares about how partnering with DPL helps their clients better understand the value of annuities, delivers holistic planning solutions, and supports advisors in the transition to independence. He highlights how DPL provides the expertise, technology, and marketing materials needed to make the transition from broker-dealer to independence seamless. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
2025-10-0712 min
Advisor RevelationsHow DPL Champions Member SuccessThis week, Jonathan Barth, VP of Member Success, talks with Daylin Huff, RIA Consultant at DPL about what member success truly means to us. Daylin highlights how DPL helps advisors transition from a broker-dealer arrangement to an advisory model and provides solutions to seamlessly integrate legacy annuity books. He also shares common pain points of breakaway advisors and how DPL's innovative solutions address them. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
2025-09-0923 min
Advisor RevelationsUnlocking Growth: How RIAs are Embracing AnnuitiesThis week, Blake Phillips talks with Jackson Bradley, RVP of Member Success at DPL. Together, they discuss why Registered Investment Advisors (RIAs) are increasingly embracing annuities. They explore what's driving this shift and how firms like DPL are helping to rewrite the annuity narrative. Jackson also shares real-world insights on RILAs and how DPL provides the support, resources, and technology to help RIA firms confidently integrate annuities into their fiduciary frameworks. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
2025-08-2620 min
Advisor RevelationsAnnuity Optimization StrategiesThis week, Logan Cheatham talks with Matt Robinson, Internal Consultant at DPL Financial Partners. They unpack how fiduciaries can optimize annuities, reduce costs, and leverage DPL’s tools to deliver greater value for clients.. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
2025-08-1223 min
Advisor RevelationsSimplifying Annuity Operationsn this episode, Jackson Bradley talks with Matt Robinson, Internal Consultant at DPL Financial Partners. They discuss the operational side of annuities and how they have improved over time. Matt shares how DPL simplifies annuity application processes for advisors and their clients, as well as its tech-forward tools, like the Apply Now feature, to streamline the process and save advisors time and effort. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
2025-05-2021 min
Advisor RevelationsMYGA LaddersIn this episode of Advisor Revelations, Blake Phillips, Regional VP of Member Success at DPL, talks with DPL Internal Consultant Tyler Caummisar about MYGA ladders and why they are becoming a go-to strategy for advisors looking to optimize their clients' portfolios. From comparing MYGAs to traditional instruments like CDs and treasuries to understanding how laddering can diversify assets and mitigate interest rate risk, Tyler discusses how DPL's cutting-edge platform simplifies researching, purchasing, and managing annuities. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
2025-02-2513 min
Advisor RevelationsPlanning for Annuity Utilization in 2025In this episode, DPL's Regional Vice President of Member Success, Kameron McRay, and Consultant, Logan Cheatham, discuss how financial advisors can utilize annuities more effectively in 2025. They discuss why commission-free annuities are gaining traction as a supplement or alternative to traditional fixed-income solutions, how to de-risk portfolios effectively, and the annuity products that generate efficient retirement income. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
2025-01-1424 min
Advisor RevelationsLifetime Income and Long-Term Care EnhancementsIn this episode, DPL's Regional Vice President of Member Success, Jackson Bradley, and Internal Consultant, Matt Robinson, talk about guaranteed lifetime income and long-term care solutions. They explore the difference between annuitization and lifetime income, tax treatments of lifetime income withdrawals, and long-term care enhancements. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
2024-12-3121 min
Advisor RevelationsHow Annuities Can Secure Your RetirementIn this episode, DPL's Regional Vice President of Member Success, Blake Phillips, and RIA Consultant, Willie Jones, talk about annuities and their role in modern retirement planning. From understanding the history and purpose of annuities to exploring innovative fee-based solutions, Blake and Willie demystify common misconceptions and highlight how annuities can offer flexibility, principal protection, and guaranteed retirement income. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
2024-12-1720 min
Advisor RevelationsThe Roth IRA Advantage: Building Tax-Free Wealth for LifeIn this episode, Ross McGoodwin talks with John Watson, Internal Sales Consultant at DPL, about Roth IRA and tax-free lifetime income strategies. They discuss how these strategies generate guaranteed lifetime income and provide clients with financial stability and emotional assurance. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
2024-12-0327 min
Advisor RevelationsSimplifying Insurance PlanningThis week, Ross McGoodwin talks with Jack Csenge, Wealth Advisor at Csenge Advisory Group. They discuss the challenges advisors and clients face when dealing with complex annuity portfolios. Jack shares how DPL has revolutionized the process, offering a more streamlined and efficient approach. They also explore the benefits of using annuities as a component of a comprehensive financial plan, including increased equity exposure and guaranteed income. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
2024-11-0531 min
Advisor RevelationsBellwether Wealth's Journey to Independent RIA with Kim Miranda and Kayla Van DykeThis week, DPL Regional Vice President Jackson Bradley talks with Kim Miranda, Chief Operating Officer, and Kayla Van Dyke, Client Service Manager at Bellwether Wealth. Kim and Kayla share their experience transitioning from a broker-dealer to an independent RIA, the challenges they encountered, and the benefits of using DPL's Breakaway Accelerator Program. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
2024-10-2215 min
Advisor RevelationsProtecting Client WealthIn this episode of Advisor Revelation, Jackson Bradley talks with Tyler Caummisar, an Internal Consultant at DPL, about protected growth, crediting strategies for advisors, and how to protect client wealth. They discuss why clients seek protection in their portfolios and highlight how Multi-Year Guaranteed Annuities (MIGAs), Fixed Index Annuities (FIAs), and Registered Index-Linked Annuities (RILAs) protect and benefit clients. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
2024-09-2423 min
Advisor RevelationsCreating a Stable Retirement IncomeIn this episode, Logan Cheatham talks with John Watson, Internal Sales Consultant at DPL Financial Partners, about how retirees can secure a stable retirement income. They discuss the current state of the economy, the retirement status for most people in America, and the 4% rule. They also explore why advisors should look to insurance carriers to manage risk rather than manage it themselves. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
2024-08-2729 min
Advisor RevelationsMaximizing Retirement Income in a High-Interest Rate EnvironmentIn this episode of Advisor Revelations, Jackson Bradley talks with Daniel Kopp, Founder & Lead Financial Planner at Wise Stewardship Financial Planning. They discuss how advisors can leverage the current high-interest rate environment to improve client plans through multi-year guaranteed annuities and other fixed-income alternatives. Daniel also shares insights on how he dispels the stigma associated with annuities, highlighting the use of DPL's tools to solve clients' concerns about guaranteed income. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
2024-08-1323 min
Advisor RevelationsElevating Retirement Planning with DPL + OrionThis week, Kameron McRay talks with Edison Byzyka, Chief Investment Officer at Credent Wealth Management. They discuss how Credent Wealth Management utilizes DPL tools to implement commission-free annuities, how the firm works with RIA firms to create holistic retirement plans, and how to move clients into better price solutions and strategies for fixed-income alternatives. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
2024-07-1622 min
Advisor RevelationsHow Advisors Transition to IndependenceIn this episode, Ross talks with Matt Grillo, Director of DPL's Breakaway Accelerator Program. Matt empowers financial advisors to transition their annuity business to a fee-only model. He specializes in helping advisors accelerate their move to independence while maintaining control of their annuity book. Matt also helps optimize a firm's practice for sustainable growth and client-centric success.Matt talks with Ross about the DPL's Breakaway Accelerator Program. They discuss how advisors can leverage this program to scale their firms, increase revenue, maintain control over clients' annuity contracts, and transition to an advisory-based annuity model.Key...
2024-07-0216 min
Advisor RevelationsHelping Breakaway Advisors Become Truly IndependentThis week, David Lau talks with Amit Dogra, President and COO at tru Independence. They discuss tru Independence's unique approach to supporting breakaway advisors and its focus on service excellence. Amit highlights the company's expertise in compliance, technology, and advisor growth strategies. Amit and David also discuss the partnership between DPL and tru Independence and their innovative fee-based annuity solutions. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
2024-06-1817 min
Advisor RevelationsAdvanced Planning Strategies for High-Net-Worth ClientsIn this episode, Amy Arnett, DPL Director of Insurance Solutions, is joined by Nick Robb, Managing Partner at PH Robb. They talk about advanced planning strategies for high-net-worth clients and how insurance can be used in those strategies. Nick also shares insights on estate planning, buy-sell agreements, and the use of insurance in business planning. Their conversation highlights the need for comprehensive planning and the potential risks of not having proper strategies in place. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
2024-06-0418 min
Advisor RevelationsThe Department of Labor's New Rule on Retirement SecurityIn this episode of Advisor Revelations, DPL Founder and CEO David Lau talks with Micah Hauptman, Director of Investor Protection at the Consumer Federation of America, to discuss the Department of Labor's new rule on retirement security. They discuss the loopholes in retirement investment advice, the impact of commissions on consumer costs, and the need for financial professionals to act in their client's best interests. They also discuss the benefits of the new rule, including improved product quality, reduced costs, and competition. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
2024-05-2139 min
Advisor RevelationsExploring Options and Strategies in Long-Term CareIn this episode of Advisor Revelations, Amy Arnett, Director of Insurance Solutions at DPL, and Logan Cheatham, Consultant at DPL, discuss the options available for long-term care planning. They explore the differences between traditional and hybrid options and the benefits of having a long-term care plan in place. Amy and Logan also address the importance of starting these conversations early, and provide valuable insights for financial advisors and their clients looking to navigate the complexities of long-term care planning. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
2024-04-2318 min
Advisor RevelationsThe Future of Annuities in the RIA IndustryIn this episode, DPL Founder and CEO David Lau talks with Michael Kitces, one of the most influential voices in the financial services industry. He passionately advocates for evolving, expanding, and institutionalizing what excellence in financial planning can be. His industry blog for financial advisors, Nerd's Eye View at Kitces.com, reaches more than 250,000 readers monthly. His podcast, Financial Advisor Success, is dedicated to advancing knowledge in financial planning. Michael is also Head of Planning Strategy at Buckingham Wealth Partners, and a Co-Founder of the XY Planning Network, AdvicePay, New Planner Recruiting, and fpPathfinder.Michael talks with...
2024-04-0942 min
Advisor RevelationsThe Difference Between Modern Annuities and PensionsTraditional retirement plans, often called pensions, were once the primary source of financial security for retirees. However, in today's economic environment, individuals are actively shaping their retirement futures, and modern annuities offer a compelling solution. A well-chosen annuity provides individuals with a secure and comfortable retirement, enjoying the benefits of flexibility, growth potential, and a guaranteed income stream.In this episode, DPL Internal Consultants Blake Reitnauer and Tyler Caummisar talk about the differences between traditional pensions and annuities, highlighting the flexibility and advantages of modern annuities. Their conversation focuses on joint income, death benefits, and how to...
2024-03-2619 min
Advisor RevelationsNew Tools and RIA Trends with Bob VeresDPL's founder and CEO David Lau interviews head of Inside Information, Bob Veres. They discuss new Product Discovery Tools now available to advisors on the DPL website as well as industry trends affecting RIAs today. For more information visit www.dplfp.com
2024-03-1224 min
Advisor RevelationsSix Reasons to Use a Fee-Based AnnuityAs the insurance industry adapts to changing client needs, buffer annuities emerge as a valuable strategy by offering a unique blend of potential growth and downside protection. By understanding how they work and the benefits they offer, advisors can empower their clients to navigate market uncertainties and create a more secure financial future.In this episode of Advisor Revelations, DPL Consultants Willie Jones and Logan Cheatham talk about how annuities can address the challenges of market volatility and retirement planning. They discuss the fear of outliving savings and the need for principal protection and guaranteed income. They...
2024-02-2715 min
Advisor RevelationsThe Benefits of Registered Index-Linked Annuities (RILAs)Registered Index-Linked Annuities (RILAs) have gained traction recently, attracting financial advisors and clients seeking a unique blend of upside potential and downside protection. With customizable protection and index levels and the flexibility to lock in gains and actively manage the contract, RILAs offer investors a balance between risk and reward and provide advisors with a versatile tool to meet their clients' needs.In this episode of Advisor Revelations, Patrick Perry and Jackson Bradley, DPL's Regional Vice Presidents, talk about Registered Index-Linked Annuities (RILAs). They discuss how RILAs provide downside protection while offering higher cap rates than traditional...
2024-02-1318 min
Advisor RevelationsMaking the Transition to Independence Easy with DPLTransitioning to independence is a journey of evolution for advisory firms. It's a bold step toward greater control, deeper client relationships, and the freedom to build a practice aligned with your values. Yet, navigating this process demands careful planning and unwavering support. In this episode, Kameron talks with Alex Brueske, Wealth Advisor at B3 Wealth Strategies. Before becoming a wealth advisor, Alex played baseball in college and coached for several years after graduation. His number one lesson as a pitcher was always to have a game plan. He continues to use that methodology when working with clients...
2024-01-3013 min
Advisor RevelationsNavigating Commission-Free Solutions and Strategies in the Annuity MarketThe market landscape for annuities and insurance continues to evolve, driven by the current interest rate environment and the need for principal protection. As advisors find new solutions and strategies to provide value to their clients and secure better retirements, DPL's breakaway accelerator program and life insurance desk are game-changers for advisors who want to deliver a seamless transition for annuities and insurance assets.In this episode, Ross is joined by Blake Reitnauer, RIA Consultant at DPL. In his role, Blake is committed to working with RIAs to assist them in implementing better solutions for their clients...
2024-01-1625 min
Advisor RevelationsHow Advisors Apply Long-Term Care Strategies in PlansLong-term care planning is an important component of comprehensive financial planning. It extends beyond the conventional boundaries of investments and savings, acknowledging the inevitability of aging and potential health challenges. As the need for long-term care planning continues to grow, the partnership between advisors and DPL Financial Partners will play a crucial role in unlocking the value of long-term care insurance and ensuring that clients receive the best possible coverage.In today's episode, DPL Director of Insurance Solutions Amy Arnett is joined by Thomas Dettre. Thomas is the President and Founder of True North Financial Planning. Thomas...
2023-12-1922 min
Advisor RevelationsTransitioning to an RIA Made Easy with AnnuitiesThe transition to independence can be a challenging process for financial advisory firms. However, with the right partner, the journey can be made smoother and more efficient. The story of BlueStem Wealth Partners' successful evolution to a fee-only RIA highlights their commitment to their clients. It showcases how, with the right support, technology, and a forward-thinking strategy, firms can navigate this intricate process to survive and thrive in their service offerings.In today's episode, DPL's Regional VP of Member Success, Ross McGoodwin, talks with BlueStem Wealth Partners' Steven Rice and Scott Marquardt. Steven is a partner and...
2023-12-0726 min
Advisor RevelationsIndustry Trends & Innovation with Chip RoameWelcome to another insightful episode of the "A Day at DPL" segment of the Advisor Revelations podcast. In this edition, your host David Lau engages in a captivating conversation with the distinguished Founder of Tiburon Strategic Advisors, Chip Roame. Join them as they delve into the dynamic landscape of the financial industry, exploring trends, innovative products in the insurance space, and revolutionary pricing models for RIAs. Chip, with over 15 years of experience in strategic planning for financial institutions and advisors, brings a wealth of knowledge to the table. Discover the latest insights that will shape the future of the...
2023-11-2136 min
Advisor RevelationsHow Advisors Can Use Tax-Saving Strategies to Maximize Retirement IncomeTax planning is a multifaceted approach that extends beyond simply complying with tax obligations. It's about leveraging tax benefits and implementing strategies that meet the individual's goals. Among the many strategies available, annuities are unique and effective tools that help individuals secure their financial future while minimizing the tax burden. Annuities can be tailored to meet individual needs and are often combined with other tax-saving strategies to create a comprehensive plan for maximum retirement savings.In this episode, DPL's Regional VP Jonathan Barth is joined by Patrick Perry, Consultant at DPL. Before working at DPL, Patrick served...
2023-11-0722 min
Advisor RevelationsHow to Effectively Use Annuities for Legacy PlanningAnnuities can be powerful tools for legacy planning when used strategically. The non-qualified stretch, return of premium death benefits, and the ability to receive income while preserving the death benefit all contribute to a comprehensive legacy planning strategy. By dispelling misconceptions and exploring these unique strategies, advisors can help their clients achieve their legacy goals while maximizing the benefits of annuities.In this episode, DPL's VP of Member Success, Tim Rembowski, talks with Nate Johnson, RIA Consultant at DPL Financial Partners. They discuss legacy planning and address common misconceptions about annuities. They cover topics such as the...
2023-10-1017 min
Advisor RevelationsHow Advisors Use Best-In-Class Insurance Solutions in Client PortfoliosWhen it comes to insurance, finding the right solution is often like looking for a needle in a haystack. Some insurance agents undoubtedly make excellent recommendations, aligning insurance choices with the genuine needs of their clients. However, on the other hand, some agents are solely motivated by commissions, often sacrificing proper planning to pursue a sale. This disparity has left clients and advisors seeking a more reliable partner in pursuing financial security.In this episode, VP of Member Success Tim Rembowski talks with Amy Arnett, Director of Insurance Solutions at DPL. Amy has been in life and...
2023-09-1219 min
Advisor RevelationsHow No-Load Annuities Can Combat Inefficiencies of the 4% RuleAs people bid farewell to the workforce and prepare to embrace their golden years, maintaining a steady income becomes a priority. However, the retirement journey is not without its challenges and uncertainties. The changing economic conditions, market fluctuations, and unforeseen expenses can impair even a well-planned retirement nest egg. In this episode, Jonathan Barth talks with John Watson, Internal Sales Consultant at DPL. With almost 30 years of experience in the industry, John brings a wealth of experience in helping advisors determine the best course for clients based on their needs, particularly when it comes to incorporating annuities...
2023-08-2935 min
Advisor RevelationsThe Evolution of Advisory Fees in the Annuity IndustryThe shift towards advisory fees in the annuity industry has transformed the way advisors approach their business. No longer bound by the limitations of traditional compensation models, financial professionals have embraced a new era of flexibility and client-centricity. With fee-friendly solutions and cutting-edge platforms, advisors can enhance their own practices while providing exceptional financial guidance to their clients.In this episode, Ross McGoodwin talks with DPL's Regional Vice President of Member Success, Blake Phillips. Prior to joining DPL, Blake was a financial representative with New York Life. He is passionate about helping member firms create the best...
2023-08-1514 min
Advisor RevelationsHow Our Advisors Impact Product & Technology Innovation at DPLThe intersection of technology and innovation plays a pivotal role in shaping management platforms for RIAs. DPL recognizes that members and advisors are key to these technological advancements. In this episode, DPL RVP of Membership Success, Kameron McRay talks with Sam Johnson, VP of Business Development of DPL. Sam is knowledgeable in the ways Commission-Free insurance can be used to deliver value to investors. Sam has over seven years of experience working in the insurance industry, primarily on the RIA channel. At DPL, Sam focuses on carrier partner relationships. He works with existing and onboarding new carriers...
2023-08-0118 min
Advisor RevelationsHow No-Load Annuities Can Address Income & Revive Dead AssetsAs economic landscapes fluctuate and tax regulations evolve, ensuring clients' financial health requires more than conventional approaches. It demands a comprehensive understanding of their unique needs, a deep-rooted commitment to relationship management, and the ability to leverage innovative strategies. By shifting the emphasis from transactions to relationships, advisors find a win-win scenario where client satisfaction and business growth flourish hand in hand.In this episode, Ross McGoodwin talks with Brock Eson, Independent Financial Advisor at RFG Advisory. Brock chose to become a financial advisor because he understood how confusing and difficult it was for the average person...
2023-07-1824 min
Advisor RevelationsHow Fee-Based Annuities Can Help Diversify Retirement IncomeTraditional retirement plans, like 401Ks, are undoubtedly valuable instruments for accumulating savings, typically offering lower-cost fund options. However, their inherent limitations can restrict the full range of options available for retirees to build an optimal income strategy. As a result, it becomes imperative for advisors and their clients to explore alternative avenues to address the income gap more comprehensively.In this episode, DPL Lead RIA Consultant Leslie Grant talks with John Watson, Internal Sales Consultant at DPL Financial Partners. John brings 25+ years of industry experience and annuity wholesaling to DPL. John believes in holistic financial planning, especially...
2023-07-0427 min
Advisor RevelationsUtilizing RISA to Create Value for Existing & Prospective ClientsWhen it comes to annuity solutions, the prevalent approach often involves pre-packaged options rather than focusing on clients' individual needs. This misalignment between generic solutions and client preferences can result in significant financial implications for clients. In this regard, RISA (Retirement Income Style Awareness) has proven to be a game-changer. By utilizing this innovative tool, advisors can gain invaluable insights into their client's needs, enabling them to deliver personalized recommendations that can significantly impact clients' financial well-being.In this episode, DPL's Jackson Bradley talks with Joe Flinner, CEO and Lead Wealth Advisor at Landing Point Financial. Joe...
2023-06-0610 min
Advisor RevelationsCompetitive Advantages DPL Membership Can Bring Fee-Based RIAsThe emergence of digital platforms and new technologies has transformed the way advisory firms operate and serve their clients. This shift has not only made it easier for advisors to streamline their workflows and improve their efficiency but also enabled them to provide better services to their clients. In this episode, DPL's Regional VP Ross McGoodwin talks with Martin Nitzken, Membership Consultant at DPL Financial Partners. Before joining DPL, Martin worked in orthopedics, where he discovered his passion for improving personal health and security. Pivoting to the financial sector, he has joined DPL to assist member firms...
2023-05-2327 min
Advisor RevelationsHow Technology Integration & Automation Can Scale Your Fee-Based PracticeScaling a business is not an easy task, and advisors often find themselves stretched thin as they try to manage various processes and functions. However, by seamlessly connecting different software and systems, businesses can scale more efficiently and effectively, save time, reduce errors, and ultimately grow faster. What platform can advisors use to streamline their operations, optimize their workflows, and unlock new levels of growth?In this episode, Jonathan talks with Avior Wealth Management's Wealth Advisor and the Director of Firm Development, Ryan McQuillan and Britt Campbell, Managing Director. Ryan began his journey in financial services at...
2023-05-0930 min
Advisor RevelationsExploring Low-Cost, Diversified Strategies for Retirement IncomeAs retirement approaches, many individuals begin to consider their income streams for the future. While traditional retirement strategies often rely on pensions, Social Security, and personal savings, there are alternative approaches to ensure a more stable income stream throughout their retirement years. In this episode, Jonathan talks with Leslie Grant, Lead RIA Consultant at DPL Financial Partners. Prior to working at DPL, Leslie spent five years working for a prominent insurance carrier and four years with a boutique investment manager. Her comprehensive understanding of product construction, the insurance industry at-large, and her belief that all clients could...
2023-04-2522 min
Advisor RevelationsHow to Keep Your Book & Accelerate Your Transition to IndependenceWealth management has undergone a significant transformation in recent years. As a result, many financial advisors have decided to break away from traditional brokerage firms and establish their own independent practices. While the benefits of running a practice can be numerous, the transition can also come with its fair share of challenges, particularly when managing annuity assets. In this episode, Jonathan talks with Matthew Liebman, Founding Partner and CEO at Amplius Wealth Advisors. Before founding Amplius Wealth Advisors, Matthew co-led The Liebman Marks Group at Merrill Lynch for 13 years. With his education and background in asset allocation...
2023-04-1120 min
Advisor RevelationsHow Taxes and Fee-Based Annuities Can Work Together to Improve Client OutcomesTaxes and annuities are two essential components that can significantly impact a client's overall outcome. While they may seem a separate topic, financial advisors can leverage these strategies to deliver better outcomes. In this episode, Jonathan talks with Jackson Bradley, Consultant at DPL Financial Partners. Prior to joining DPL, Jackson led the startup of MDM CPG, bringing a new brand of butter cookies to the marketplace. He also spent time as an internal wholesaler with Lincoln Financial Group. Passionate about helping advisors organically grow their AUM while improving client outcomes, Jackson talks with Jonathan about...
2023-03-2818 min
Advisor RevelationsHow Advisors Use MYGAs to Retain AUM in a Rising Interest Rate EnvironmentInterest rates have been a hot topic in the financial world for some time now. Financial advisors have been facing mounting stress and pressure to help their clients navigate this challenging environment. As the current interest rates continue to present challenges for financial advisors and their clients, what strategies and solutions can help advisors grow their firms and AUM and deliver greater benefits to the client's financial plan?In this episode, DPL's Regional VP Jonathan Barth talks with Nate Johnson, Consultant at DPL Financial Partners. Nate is passionate about helping member firms organically grow their AUM while...
2023-03-1419 min
Advisor Revelations3 Strategies that Create Peace of Mind for Your Clients' RetirementIn this episode of Advisor Revelations, Christine Benz from Morningstar joins David Lau for the 'A Day at DPL' segment to discuss creating intelligent retirement portfolios, consumer retirement readiness and the latest findings in her latest white paper.
2023-02-2843 min
Advisor RevelationsUsing Annuities to Help Retirees Secure Guaranteed Income in an Inflationary EnvironmentRetirement is a time when people have a right to enjoy their golden years with peace of mind, knowing they have secured their financial future. For many, this includes having a stable income to help meet their needs and expenses. But with inflation on the rise, how can retirees have the financial security and peace of mind they need to enjoy the later years of their lives?DPL Consultant Willie Jones talks with Robert Witt, Financial Advisor at Savant Wealth Management. Robert has been in the financial advisory industry since 1997. In addition to being a Certified Financial...
2023-02-1423 min
Advisor RevelationsHow RIAs Can Use Fee-Based Annuities to Help Generate Guaranteed Income in RetirementRetirement is when most people want to ensure that their money lasts as long as they do. But with the rising cost of living and the uncertainty of the stock market, retirees need help to protect their savings and secure their financial future. What strategies can people use to ensure a steady source of income throughout their golden years?In this episode, Andrew Lippert joins DPL Regional Director Ross McGoodwin. Founder and CEO of Simplified Wealth, Andrew speaks about how RIAs can generate guaranteed income streams by using commission-free solutions and tools to discover new strategies and...
2023-01-3131 min
Advisor RevelationsHow Annuities Solve for Retirement Income in a Changing Rate EnvironmentAs people live longer and healthier lives, the need for retirement income that lasts throughout one’s lifetime has never been greater, but the traditional sources are no longer as secure as they once were. This has led many people to seek alternative sources, such as annuities. Annuities have become an increasingly popular means of generating retirement income as they provide many advantages over other solutions.DPL Consultant John Watson joins Tim Rembowski for another segment of Advisor Revelations. John brings over 25 years of industry experience and annuity wholesaling to DPL. For the last 18 years, John has us...
2023-01-1717 min
Advisor RevelationsHow to Navigate the Market in 2023 with New StrategiesFinancial services have been under immense pressure over the past few years. This is due to macroeconomic factors such as the Coronavirus pandemic, the Russia-Ukraine conflict, and rising interest rates. While the industry is facing a perfect storm of demographic, economic, and political headwinds, how can advisors de-risk and mitigate the sequence of return risks to help advisors manage and grow portfolios? In this episode, Tim Rembowski is joined by Jonathan Barth, DPL's Regional Vice President of Member Success. Jonathan brings a teacher's sensibility to his work with RIAs, listening and providing guidance to help advisors utilize...
2023-01-0321 min
Advisor RevelationsHow Black Diamond Advisors Leverage the Advent Insurance Marketplace Powered by DPLThe continuous advancement of digital capabilities has allowed the development of technology platforms and sophisticated financial planning tools. These tools have enabled fiduciaries to provide a higher level of service to their clients by simplifying the processes involved in creating a custom financial plan.In this episode, Ross talks with Colin Day, Financial Advisor at Correct Capital Wealth Management. Colin brings over a decade of experience in financial services to Correct Capital. To him, financial planning is more than just making sure you can retire one day; it's the process of identifying your short-term and long-term goals...
2022-12-1330 min
Advisor RevelationsTechnology & the Advisor-Client RelationshipHear from Steve Leivent, SS&C SVP & Co-General Manager, and David Lau, DPL Founder and CEO, as they discuss the Advent Insurance Marketplace, how technology has transformed the client-advisor relationship, and how Black Diamond plans to elevate the experience to a new level in the future for advisors.
2022-11-2923 min
Advisor RevelationsHow to Use Registered Index Linked Annuities to Combat Risk in Retirement PortfoliosWhen it comes to retirement planning, how your clients build and protect their retirement income is one of the most important choices they will make. While investing for retirement may be a complex process, it doesn't have to be overwhelming. What retirement planning strategies can people use to help them achieve a fulfilling retirement?In this episode, DPL Consultant Scott Spurlock talks with Hobby Barndollar, Investment Advisor and CEO at PurePath Wealth Management. Hobby specializes in tax planning, income planning, Social Security planning, and IRA/401(k) distribution. He focuses on providing diversified strategies and holistic financial planning...
2022-11-1538 min
Advisor RevelationsHow Advisors Can Improve Client Experience Through DPL PartnershipWhen it comes to maintaining a successful RIA business, client experience is everything. That means creating an experience that is convenient, transparent, and personal. A great product is important, but having a great team to support your clients is even more critical. That is why partnering with a firm that is equally committed to client service is essential.In this episode, DPL's Regional Vice President Jonathan Barth talks with Curtis Parry Jr., Founder and CEO of Unique Wealth. Also a wealth management advisor, Curtis offers world-class investment and wealth management expertise. He works exclusively with retired and...
2022-11-0123 min
Advisor RevelationsUsing Financial Science for Creative Solutions in Today's EnvironmentEduardo Repetto and Pat Keating of Avantis Investors share how they started and grew Avantis, speak more about the company's investment approach and how they're working with DPL to create innovative investment solutions. Learn more about the index by downloading this White Paper here:https://bridge.dplfp.com/l/514531/2022-10-10/8rzgjcNeither Barclays Bank PLC (“BB PLC”) nor any of its affiliates (collectively, “Barclays”) is the issuer of the fixed index annuity (the “Product”) and Barclays has no responsibilities, obligations or duties to purchasers of the Product. The Avantis Barclays Volatility Control Index (the “...
2022-10-1936 min
Advisor RevelationsOvercoming Fear of Market Volatility and Uncertainty Through AnnuitiesMarket volatility can be scary for clients. A turbulent market can make it difficult for even the most seasoned investors to stay calm and not worry about the future of their portfolio returns. Since helping clients cope with market volatility is a vital part of financial services, how can advisors provide clients with peace of mind to make rational investment decisions and stay the course of their plan?In this episode, DPL Consultant Scott Spurlock joins Willie Jones for a new segment of Advisor Revelations. Having the expertise and passion for helping firms grow while delivering the...
2022-09-2014 min
Advisor RevelationsBreaking Up with Your Broker Dealer with Brian HamburgerThis new segment, A Day at DPL, now part of the Advisor Revelations podcast, is a thought leadership and education-based interview with DPL's founder and CEO, David Lau, and a special guest. You'll hear from industry leaders, academics, CEO's, and other finance professionals focused on helping RIAs get to the next level in their business.In this interview, Founder and President of MarketCounsel, Brian Hamburger, and DPL's Founder and CEO, David Lau, discuss best-practices during the height of the pandemic and post-pandemic, ways to remain a leader in the industry, and current trends for Breakaway firms.
2022-09-0641 min
Advisor RevelationsHow to Use No-Load Annuities in Today's MarketThe pressure is always on financial services firms to do more to create the best outcomes for clients. That means earning the highest risk-adjusted return possible, given their individual goals and objectives. DPL Consultant Bryce Thweatt joins Tim Rembowski for another segment of the Advisor Revelations. Before DPL, Bryce was an Account Manager for commercial and personal lines at a national insurance carrier. His drive for better client-driven outcomes brought him to DPL. Bryce is committed to ensuring RIA's can implement and utilize commission-free insurance to achieve the best outcomes for their client.Bryce talks...
2022-08-2318 min
Advisor RevelationsHow Advisors Use the Retirement Income Style Awareness (RISA) Tool With ClientsTimes are changing and gone are the days when investment-only solutions are the default option for clients nearing retirement. However, because investments have long been the primary focus, many advisors fail to recognize clients who aren’t strong candidates for the plan. Without proper assessment, even clients who seem on board with an all-investment approach can disregard everything at the first hint of market volatility. That’s why Wade Pfau developed the Retirement Income Style Awareness (RISA) assessment, a questionnaire designed to understand a client’s preferences when it comes to retirement strategies. Shannon Stone of Griffin Black...
2022-08-0935 min
Advisor RevelationsDifferentiating Your Firm With Commission-Free Annuity SolutionsMost advisors offer financial and estate planning services in today’s marketplace. With an ever-expanding list of holistic planners, it’s difficult to differentiate your firm from a list of competitors. Sharing Commission-Free insurance and annuities and addressing clients’ existing annuities head-on is a simple way to add instant value. In this episode, DPL’s Tim Rembowski talks with DPL consultant Jake Markowitz about using Commission-Free annuities to differentiate your services, modeling these solutions for your clients to show how your solution compares to their existing insurance, and adding annuities to your marketing pitches without turning off prospect...
2022-07-2621 min
Advisor RevelationsAnnuity Misconceptions- How a Fee-Only Advisor Overcame Them AllAs people live longer and face the possibility of outliving their retirement savings, annuities have become an increasingly popular option for people looking for a way to secure their financial future. In this episode, DPL's Tim Rembowski talks with Shannon Stone, the Lead Wealth Advisor at Griffin Black. Shannon is the newest member of the Griffin Black advisory team. Having worked for wirehouse and municipal bonds firms, Shannon brings years of experience to her new position.Shannon talks with Tim about the misconceptions around annuities and insurance, how she overcame them, and how she successfully...
2022-07-1223 min
Advisor RevelationsHow DPL Commission-Free Annuities Can Help with Inflation RiskInflation is on everyone’s mind right now. It’s what clients are worried about and what advisors are struggling to plan for. Plus, as life expectancy increases, advisors are developing longer retirement plans more heavily impacted by inflation. Luckily, for most every problem, there’s a possible annuity solution. While many retirees and financial advisors still have the misconception that annuity income is flat, there’s a dynamic new breed of annuities with built-in adjustments designed to combat inevitable inflation. DPL Consultant Kameron McRay works with advisors to model such annuities and help relieve them of those inf...
2022-06-2818 min
Advisor RevelationsHow Commission-Free Annuities Can Provide Reliable Retirement IncomeAnnuities have long gotten a bad rap. But Commission-Free annuities can offer exactly what many retirees are looking for, reliable income. How can advisors use tools and technology to help clients overcome their fears about annuities and show them that annuities can address their anxieties about retirement? In this episode, DPL’s Tim Rembowski speaks with DPL Consultant Kameron McRay about using annuities to provide clients with reliable income and how advisors can utilize tools to make having a conversation about annuities easier. Key Takeaways[05:10] - The big cost of waiting.[06:40...
2022-06-0724 min
Advisor RevelationsHow a Fixed Index Annuity Can Address Long-Term Healthcare CostsLong-term healthcare expenses are a top concern for many retirees. As people are living longer, and the cost of healthcare continues to skyrocket, addressing these fears is an essential part of an advisor's job. In this episode, DPL’s Willie Jones talks with DPL Consultant Scott Spurlock. Scott excels at helping firms deliver the best outcomes for their clients and achieve their financial goals too. Scott shares how Commission-Free Fixed Index annuities (FIAs) can impact a client’s portfolio, specifically when used to help offset some of those long-term care expenses and how this cash flow...
2022-05-2415 min
Advisor RevelationsHow Breakaway Advisors use Commission-Free AnnuitiesMaking the big transition into a RIA (Registered Investment Advisor) isn’t easy for a firm or its clients, especially given the changing landscape of annuities. But with the right help, that transition can be seamless and beneficial to both with DPL's team and Commission-Free solutions.In this episode, DPL’s Kameron McRay talks with Spencer Hall, President of Retirement Planning Services in Knoxville, Tennessee. Spencer and RPS’s mission is to equip clients to make wise financial decisions that align their wealth with their values. Spencer talks with Kameron about the process of transitioning while...
2022-05-1020 min
Advisor RevelationsHow to De-Risk with Commission-Free RILAsCommission-Free registered index-linked annuities (RILAs), also known as buffer annuities, have become a popular solution to address investor concerns over inflation, market volatility, and the ongoing situation in Ukraine. As 10,000 people retire every day, de-risking the portfolio is becoming a crucial part of an advisor’s job. In this episode, DPL’s VP of Member Success, Tim Rembowski, speaks with RIA Consultant, Ross McGoodwin, about using RILAs to provide upside potential with a built-in layer of protection, something clients are seeking more and more in the current climate. Key Takeaways[02:13] - How advisors can...
2022-04-2632 minA Day at DPLA Day at DPL with Chip RoameIn this episode of the A Day at DPL podcast, David Lau interviews Founder of Tiburon Strategic Advisors, Chip Roame. They discuss industry trends, product innovation in the insurance space, pricing models for RIAs and more.
Chip Roame is the founder of Tiburon Strategic Advisors, a market research and strategic consulting firm. Serving the strategic planning needs of financial institutions and financial advisors, Chip has more than 15 years experience in developing strategies in the personal financial services industry. Chip has also recently joined the DPL Board.
To learn more about Commission-Free annuities and insurance visit dplfp.com.
2022-04-1936 min
Advisor RevelationsHelping Firms Transition Legacy AnnuitiesTransitioning away from a wirehouse? Your new responsibilities as an independent advisor probably feel overwhelming. Needless to say, having someone take the annuity burden off your shoulders is an invaluable help. But you can’t rely on just anyone or anything. You need professionals that take on annuities and data-driven tools to ensure each and every client transitions into the best solution possible. Introducing the 1035 exchange, a fancy term referring to moving a client’s annuity into a lower-cost option. Plus, DPL’s invaluable annuity comparison calculator that’s along for the ride. While some are hesitant to embra...
2022-03-2917 min
Advisor RevelationsGoing Independent: How DPL's Tools Help Advisors Break AwayIn this episode, DPL’s Willie Jones chats with Nick Mohlmann and Ross Fedenia of Atlatl Advisers to discuss what “ah-hah moment” prompted their move away from a wirehouse and toward an independent firm, how DPL helped educate the two on Commission-Free solutions, how Atlatl used technology to help their breakaway journey and the invaluable advice they have for advisors struggling to embrace annuities and make the move toward an independent firm. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast. Key Takeaways[00:30] - An introduction to Nick Mohlmann and Ross Fedenia. [03...
2022-03-1529 min
A Day at DPLInnovation in Accumulation: The Avantis Barclays Volatility Control ("VC") IndexIn this episode, learn about a new and innovative asset allocation option for RIAs - the Avantis Barclays Volatility Control Index, available through the Security Benefit ClearLine Fixed Index Annuity. DPL's David Lau interviews the designer of this accumulation option, Eduardo Repetto of Avantis Investors and President of Security Benefit, Doug Wolff.Neither Barclays Bank PLC (“BB PLC”) nor any of its affiliates (collectively, “Barclays”) is the issuer of the fixed index annuity (the “Product”) and Barclays has no responsibilities, obligations or duties to purchasers of the Product. The Avantis Barclays Volatility Control Index (the “Index”), including as applicable an...
2022-03-1155 min
Advisor RevelationsAnnuities Are No Longer a Four-Letter WordLike many advisors, Tommy Martin began his career selling insurance. Enrolled in an aggressive sales training program, the constant product push left Tommy turned off to annuities. In fact, when he first entered the IRA space, Tommy swore he’d never touch annuities. Expensive and surrounded by massive surrender penalties, the “A-word” was, for many years, a four-letter word. Then, something shifted. A professor in the annuities space published an article describing how a major repricing with annuities changed the game entirely. As Tommy considered this point of view, his own perspective on insurance began to change. F...
2022-02-1546 min
A Day at DPLA Day at DPL with Bob Veres Part 2 | The Fixed Income Challenge & NichesIn this two- part episode DPL's founder and CEO David Lau interviews head of Inside Information, Bob Veres. In this segment, they discuss the fixed income challenge and how advisor's are moving away from the AUM model. For more information visit www.dplfp.com
2022-02-0425 min
A Day at DPLA Day at DPL with Bob Veres Part 1 | New Tools and RIA TrendsIn this two- part episode DPL's founder and CEO David Lau interviews head of Inside Information, Bob Veres. They discuss new Product Discovery Tools now available to advisors on the DPL website as well as industry trends affecting RIAs today. For more information visit www.dplfp.com
2022-01-2025 min
Advisor RevelationsImproving 401K plans with Commission-Free annuitiesIn this newest episode of Advisor Revelations, hear how this DPL Member is taking retirement planning to a whole new level with Commission-Free annuity solutions, and how his firm is implementing annuities in 401K plans.
2021-11-2237 min
Advisor RevelationsHow Black Diamond Firms Incorporate Insurance with DPLDPL's Ross McGoodwin interviews Rob Santos, CEO of Arrowroot Family office, about why Black Diamond firms should leverage DPL and how the Advent Insurance marketplace helps advisors compare annuities and choose Commission-Free solutions for clients.
2021-10-1925 min
Advisor RevelationsHow to strategically use a MYGA in retirement planningListen as DPL's Adrian Redd interviews member, Nola Kulig. She explains why and how she uses Commission-Free annuities to improve fixed income allocations, increase her clients' retirement income, and address long-term care costs.
2021-10-1218 min
A Day at DPLA Day at DPL with Atlas Merchant Capital: Tech and TrendsColin Savage from one of DPL's investors, Atlas Merchant Capital LLC, shares his thoughts on macro trends in the advisory & insurance industries, why Atlas got behind DPL's vision and business model, and the role technology will play in retirement planning moving forward.
2021-10-0137 min
A Day at DPLDetermining Your Clients' Retirement Income StyleIn this episode, Wade Pfau and Alex Murguia of Retirement Researcher, share an innovative new tool called the Retirement Income Style Awareness® Profile (RISA). This assessment may help consumers choose the right path for retirement and allows advisors to create a more personalized income strategy that empowers clients.To learn more about the RISA go to https://risaprofile.com/dpl/.
2021-08-2050 min
Advisor RevelationsHow to Strategically Repurpose Annuities for Income With DPLIn this episode of Advisor Revelations, DPL Member Laura Powers explains why her firm partnered with DPL after going independent, and how her team successfully transitioned over 200 client annuities to low-cost, Commission-Free products while solving for retirement income.
2021-08-1318 min
A Day at DPLUsing Financial Science for Creative Solutions in Today's EnvironmentEduardo Repetto and Pat Keating of Avantis Investors share how they started and grew Avantis, speak more about the company's investment approach and how they're working with DPL to create innovative investment solutions. *Some of the offerings mentioned are still in development, and neither American Century nor Avantis currently manage such offerings.Opinions and estimates offered constitute our judgment and are subject to change without notice. This information is for educational use only and is not intended as a personalized recommendation or fiduciary advice and should not be relied upon for investment, accounting, legal or...
2021-07-2936 min
Advisor RevelationsLeveraging DPL to Attract Advisors and AUMHear as DPL's Eric Payne interviews Russ Reinhart, CFP® Managing Director at Wealthcare Capital Management about why this large firm trusts DPL to help support and transition advisors into a fee-only business model & use Commission-Free solutions.
2021-07-1421 min
Advisor RevelationsHow to Use Fixed Index Annuities as a Fixed Income AllocationFounder of 360 Family Office, Tim Brown, is interviewed by DPL's Kameron McRay on how he uses Fixed Index Annuities (FIA's) as a Fixed Income Allocation. Tim digs deeper into utilizing this Commission-Free solution for clients, how it brings them peace of mind, and other benefits FIA's can provide for retirement income.
2021-06-1624 min
A Day at DPLChristine Benz: Creating a Sane Retirement PlanIn the newest episode of A Day at DPL Podcast, Christine Benz from Morningstar shares more on creating intelligent retirement portfolios, consumer retirement readiness and the latest findings in her recent white paper.
2021-04-3042 min
Advisor RevelationsHow DPL Takes the Load off RIA'sFounder of BlackDiamond Wealth Management, Sean Hollitz, and DPL's Blake Phillips discuss the process of keeping legacy clients under Sean's fiduciary umbrella during his transition into becoming an RIA and how partnering with DPL has saved him time and has given him better Commission-Free product options for his clients.
2021-04-1517 min
A Day at DPLTamiko Toland: Viewing Annuities as an Asset ClassHear as DPL's David Lau interviews Tamiko Toland, Director of Retirement Markets for Toronto-based CANNEX. They discuss best practices on how to talk to clients about annuities, the importance of understanding annuities for proper retirement planning, and top findings from the most recent Guaranteed Lifetime Income Study.
2021-04-0538 min
A Day at DPLTechnology & the Advisor-Client RelationshipHear from Steve Leivent, SS&C SVP & Co-General Manager, and David Lau, DPL Founder and CEO, as they discuss the newest partnership with DPL, how technology has transformed the client-advisor relationship, and how Black Diamond plans to elevate the experience to a new level in the future.
2021-02-0523 min
A Day at DPLWhy Insurance Carriers Should Focus on the RIA ChannelIn this episode, former CEO of Jackson Holdings LLC, Michael Falcon, touches on a range of topics with DPL's founder and CEO, David Lau. They discuss the importance of helping people truly understand how annuities work, technology innovation, and how Jackson continues to lead in this current environment.
2021-02-0525 min
A Day at DPLBreaking Up With Your Broker-DealerIn this one-on-one interview, Founder and President of MarketCounsel, Brian Hamburger, and DPL's Founder and CEO, David Lau, discuss best-practices during the pandemic, ways to remain a leader in the industry, and what's currently trending with Breakaway firms.
2021-02-0541 min
A Day at DPLRetirement Reality Check – Minimizing Assumptions to Maximize Retirement AspirationsDPL's Founder and CEO, David Lau, sits down with President and CEO of Allianz Life Insurance Company of North America, Walter White in this one-on-one interview. They discuss industry trends, insurance and investment solutions, and new technology for RIA’s.*Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America. Variable annuity guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions.Products are issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. Variable pr...
2021-02-0533 min
A Day at DPLWade Pfau | Annuity Myths DebunkedIn this episode, Wade Pfau, Professor of Retirement Income at the American College of Financial Services, talks to DPL Founder and CEO, David Lau about common misconceptions around annuities. Listen as they debunk these myths.
2021-02-0506 min
Advisor RevelationsEmpowering Clients Through Transparency & TrustHear why advisor, Deborah Ellis, CFP®, believes fixed-income is a must-have for her clients' portfolios, what Commission-Free solutions she's currently using, and how DPL's consultative approach has helped her clients feel more confident about their retirement goals.*Cogent Independent Advisors ("Cogent') is a Registered Investment Advisor. Deborah Ellis is a Investment Advisor Representative of Cogent. Nothing in this interview constitutes a solicitation to buy or sell any security or any financial product. Cogent can only do business with clients domiciled in states where authorized or exempt from authorization. Cogent is not a licensed insurance agency. Any reference t...
2021-02-0419 min
Advisor RevelationsBreaking Away: Why Now and HowDPL member Chuck Failla, Principal at Sovereign Financial Group, shares his journey to independence and how DPL has helped in his transition. He also gives best practices for making the move and speaks on the importance of bringing insurance assets with you.
2021-02-0423 min
Advisor RevelationsUsing Technology to Benefit Your Firm and ClientsListen as Dan Rohlfing, Senior Financial Advisor at The Lantz Financial Team, shares why he chose DPL as his trusted insurance platform and partner, how he views the role of technology in the industry today, and the Commission-Free insurance solutions he's using to address his clients' needs.
2021-02-0424 min
Advisor RevelationsRisky Behavior: How to Mitigate Risk in Clients’ PortfoliosJamie Upson, DPL member and owner of Stonehearth Capital Management, LLC, discusses what he believes are the biggest risks to clients' portfolios today, how he's working with DPL to mitigate those risks, and what his partnership with DPL means for his firm.Download the '6 Risks That Might Threaten Your Retirement' here. Learn more at www.stonehearthcapital.com
2021-02-0424 min
Advisor RevelationsHow Commission-Free Annuities Fit in Financial PlansDPL member, Aaron Parrish, a Flat Fee Financial Advisor and Owner of Level Wealth Management, shares how he's delivering higher returns to his clients' portfolios while alleviating market risk concerns with Commission-Free solutions. Aaron also shares his thoughts on why incorporating annuities in a financial plan is a "no-brainer".Learn more on Level Wealth Management's blog here https://www.levelwm.com/
2021-02-0422 min
Advisor RevelationsBenefits of Modeling Annuities for ClientsIn this episode of Advisor Revelations, Shannon Stone, CFP, with DHR Investment Counsel, is interviewed by DPL's Kameron McRay. They discuss several solutions that Shannon has implemented for her clients and why she chose DPL as her strategic partner.
2021-02-0413 min
Advisor RevelationsHow to Talk to Clients About InsuranceDPL's Tim Rembowski interviews Echo Huang, founder of Echo Wealth Management. Echo shares how she gets value from her DPL membership and what she's learned about leveraging Commission-Free annuities and insurance solutions for her clients and her firm.To learn more from Echo, check out her book, "Own Your Future" here https://www.echohuang.com
2021-02-0414 min