Advisor Revelations

The 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 Consul...

Scaling 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 wo...

As 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 Partn...

Wealth 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 episo...

Taxes 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 butt...

Interest 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...

In 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.

Retirement 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 Jo...

Retirement 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 Directo...

As 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...

Financial 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...

The 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...

Hear 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.

When 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 Ho...

When 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...

Eduardo 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/514531/2022-10-10/8rzgjc Neither Barclays Bank PLC (“BB PLC”) nor any of its affiliates...

Market 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 thei...

This 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,...

The 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 insu...

Times 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...

Most 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 consulta...

As 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...

Inflation 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 an...

Annuities 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 a...

Long-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 to...