Skip to main content

Advisor Revelations: How Black Diamond Advisors Leverage the Advent Insurance Marketplace Powered by DPL

BY Colin Day
December 13, 2022

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 Management. Colin brings over a decade of experience in financial services to Correct Capital. To him, financial planning is more than just making sure you can retire one day; it's the process of identifying your short-term and long-term goals and taking advantage of every opportunity to meet them.

Colin talks with Ross about how Correct Capital implements the SS&C Advent Insurance Marketplace Powered by DPL into their financial planning process. He also shares how this tool helps clients stay connected to their plans, create holistic retirement plans, and move clients into better price solutions and strategies for fixed-income alternatives and principal protection.


Key Takeaways

  • [01:40] - An overview of Correct Capital and how it serves its clients.

  • [03:36] - How Correct Capital's partnership with DPL impacts the organization.

  • [06:41] - The solution that stood out on both income and protection.

  • [14:13] - Colin's experience with Black Diamond Advisory.

  • [17:25] - How Correct Capital benefits from using the Black Diamond platform.

  • [20:23] - Some of the tools Correct Capital uses to help investors.

  • [24:47] - A new solution Colin didn't expect is available for RIAs.

  • [26:30] - The other benefits of working side-by-side with Black Diamond.




Connect with our hosts


Subscribe and stay in touch



Case Study

Jan 30, 2023
Correct Capital Wealth Management, and advisor Colin Day, are utilizing the Advent Insurance Marketplace integration...


Dec 07, 2021
Dependent on your client's specific goals and time horizon, some products may provide better payouts...


May 15, 2021
Listen to DPL's newest advisor podcast series; Advisor Revelations and A Day at DPL. You...


Sep 29, 2020
Powered by DPL Financial Partners, the SS&C Advent Insurance Marketplace gives advisors direct integrated access...


Dec 03, 2020
Advent has partnered with DPL Financial Partners to bring the Advent Insurance Marketplace to Black...


Dec 02, 2020
Advent has partnered with DPL Financial Partners to bring the Advent Insurance Marketplace to Black...


May 12, 2020
David Blanchett, head of retirement research for Morningstar’s Investment Management group, talks with DPL’s David...
David Lau


Mar 27, 2020
Founder and CEO of DPL Financial Partners, David Lau, explains why advisors should compete in...


Jan 09, 2020
Breakaway RIAs can benefit from partnering with DPL for many reasons. Consultant Ross McGoodwin explains...


©2023 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.