Skip to main content

Technology & the Advisor-Client Relationship

Hear 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.

Showing Results of 1

Podcast

Dec 01, 2020

Hear from Steve Leivent, SS&C SVP & Co-General Manager, and David Lau, DPL Founder and...

Get Started

To learn more about low-cost, Commission-Free solutions call us at 888.327.0049 and speak to a DPL consultant.

DPL


©2021 DPL Financial Partners, LLC. All rights reserved.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.