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Resources

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Showing 9 Results of 27

Podcast

WealthTech on Deck: Driving Disruption in the Insurance Industry with David Lau

May 02, 2023
Comfort is the enemy of progress, especially in business. Adapting to new models and driving...

Podcast

Barron's Advisor: The Way Forward Podcast- Guaranteed Income in a Time of Heightened Volatility

Jun 27, 2022
David Lau, founder and CEO of DPL Financial Partners, explains why RIAs should consider Commission-Free...

Video

Investment News RIA Labs: Fee Based Everything

Jun 13, 2022
This RIA Lab replay explores the many options available that allow RIAs to deliver a...

Video

Partnering with Top Insurance Carriers to Grow DPL’s Annuity Marketplace

Jun 10, 2022
Vice President of Business Development, Sam Johnson, shares how DPL partners with carriers to continue...

Video

How DPL Brings Innovative Annuity Products to Market

Jun 08, 2022
Vice President of Business Development, Sam Johnson, shares how DPL works with its carrier partners...

Video

How to Use DPL’s Annuity Product Discovery Calculators

Jun 07, 2022
Vice President of Member Success, Tim Rembowski, explains how the DPL Product Discovery Tools help...

Video

How Black Diamond Members Leverage Commission-Free Annuities

Jun 04, 2022
DPL’s Lead Consultant, Ross McGoodwin, shares how Black Diamond financial advisors can discover Commission-Free annuities...

Video

Investment News Retirement Income Summit | David Lau

May 18, 2022
David Lau discusses the role of annuities in a retirement portfolio and why the 4%...

Video

The Avantis Barclays Volatility Control Index

Jan 11, 2022
In this video, DPL's David Lau announces an innovative asset allocation option for RIAs. DPL...

Video

DPL's Advisor Podcast Series

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

Video

DPL's Mission to Drive a Market for Advisor and Client Success

May 13, 2021
Founder and CEO, David Lau, describes the mission-driven nature of DPL and how the team...

Video

DPL Capital Raise Announcement | January 2021

Jan 13, 2021
DPL's Founder and CEO, David Lau, shares his excitement around securing capital from Eldride and...

Article

Why the Insurance Industry Needs to Evolve and Why Now

Jan 13, 2021
The financial insurance and annuity industries are multi-trillion-dollar industries, and they should be. These products...

Podcast

Animal Spirits Podcast | Talk Your Book: Commission-Free Insurance and Annuities

Dec 05, 2020
Listen as DPL's David Lau shares how the company is improving the insurance sales experience...

Video

SS&C Announces SS&C Advent Insurance Marketplace Powered by DPL

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

Video

How DPL helps carriers be successful in the RIA market

Jan 25, 2020
DPL consults with our carrier partners, sharing insight and feedback from our members to help...

Video

Industry reaction to what DPL is building

Jan 24, 2020
More and more advisors are joining DPL. David Lau explains the industry's reaction to what...

Video

The energy of DPL

Jan 23, 2020
Consultant Sam Johnson shares his excitement around DPL's mission and growth.

Video

How DPL shares feedback between members and carriers

Jan 14, 2020
Hear DPL Financial Partners Sam Johnson elaborate on DPL's commitment to provide feedback to our...

Video

How we consult with our carrier partners

Jan 10, 2020
DPL consults with our carrier partners, sharing insight and feedback from our members to help...

Article

RIA Retirement Planning Benchmarking Survey: Executive Summary & Key Findings

Jun 25, 2019
The 2019 RIA Retirement Planning Benchmarking Survey provides insight into advisors’ current retirement planning practices...
DOWNLOAD THE EXECUTIVE SUMMARY
David Lau

Video

David Lau’s Perspective: Product Development for the RIA Market

Feb 07, 2019
DPL’s David Lau talks about the product development process for the RIA market.
Distribution Strategy

Video

How DPL Works with Carriers to Develop Distribution Strategies for RIA Market

Feb 07, 2019
DPL’s David Lau talks about the challenges for carriers who are looking to distribute their...
David Lau

Video

David Lau’s Perspective: Product Distribution in the RIA Channel

Feb 07, 2019
DPL’s David Lau talks about considerations carriers need to consider when developing a distribution strategy...

Video

DPL’s membership model explained

Feb 07, 2019
DPL has strategically partnered with over 200 RIA firms to bring low-cost, Commission-Free solutions, designed...

Video

The value add in DPL’s consultative approach

Nov 30, 2018
DPL Senior Consultant Sam Johnson explains how DPL can help advisors address two of their...

Article

Time for RIAs to Rethink Insurance

Oct 25, 2018
Think Advisor Time for RIAs to Rethink Insurance At a recent conference of financial planners...
READ THIS AT THINKADVISOR

Become a member

Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.