DPL'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.
This new podcast series features stories from advisors across the country. You'll gain insights that can help you grow your business and find the right solutions for your firm.
*This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.