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Advisor Revelations: Technology and the Advisor Client Relationship

BY Steve Leivent
November 29, 2022
 

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.

Case Study

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

Case Study

Jan 24, 2023
Large RIA, Strategic Financial Services, and Laura Powers utilized DPL's Annuity Rescue+ process when breaking...

Case Study

Jan 24, 2023
Chuck Failla, Principal of breakaway firm Sovereign Financial Group, discovered the power of DPL's strategic...

Video

Jun 06, 2022
Vice President of Member Success, Tim Rembowski, shares how the DPL team helps various financial...

Video

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

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May 03, 2021
DPL's Jonathan Barth explains the significant difference between products sold on a commissioned basis, and...

Video

May 13, 2021
RIA Consultant, Jonathan Barth, shares the difference that using Commission-Free insurance and annuities makes for...

Video

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

Video

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

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

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DPL Financial Partners is not affiliated with The Leaders Group, Inc.

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