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A Day at DPL Podcast

This educational series explores industry trends and best practices, providing advisors like you with critical insights to better serve your clients and grow your business.

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In 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.

 

DPL'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.

David Blanchett,  Ph.D., CFA, CFP®, head of retirement research for Morningstar’s Investment Management group, says that among the academic community, the value of using annuities for guaranteed income is a “no-brainer.”  Many advisors, however, categorically dismiss the products. Hear his discussion with David Lau about whether refusing to use an entire product category is truly in the best interest of clients and many other topics around retirement income. 

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