DPL Financial Partners
Advisor RevelationsEpisodes
Episodes of Advisor Revelations
Mark All
Search Episodes...
In 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 t
This 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
In 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. Ni
In 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 d
In this episode of Advisor Revelations, Kameron McRay and John Watson talk about investing during election years. They discuss the effects of election years on the market and strategies for investing during these times. John shares insights on
In 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 h
In 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 financ
Traditional 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 offe
As 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, adviso
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 flexibi
Transitioning 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
The 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 sec
In 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
Long-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 ne
The 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
Welcome 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, Chi
Tax 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 a
As retirement age draws near, having a well-structured and enduring financial plan becomes even more important. And it's not merely about accumulating wealth. It's about transforming that wealth into a retirement lifestyle that is both comforta
Annuities 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 leg
Michael Finke and David Lau explore the unique challenges faced by retirees and the critical need for financial security in their golden years. Michael's extensive research sheds light on the powerful behavioral benefits that annuities offer, e
When 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. Howev
As 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
The 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 flexibil
The 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, K
Join Podchaser to...
- Rate podcasts and episodes
- Follow podcasts and creators
- Create podcast and episode lists
- & much more
Unlock more with Podchaser Pro
- Audience Insights
- Contact Information
- Demographics
- Charts
- Sponsor History
- and More!
- Account
- Register
- Log In
- Find Friends
- Resources
- Help Center
- Blog
- API
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More
- © 2024 Podchaser, Inc.
- Privacy Policy
- Terms of Service
- Contact Us