Founder of BlackDiamond Wealth Management, Sean Hollitz, and DPL's Blake Phillips discuss the process of keeping legacy clients under the fiduciary umbrella during Sean's transition into becoming an RIA and how partnering with DPL has saved him time and has given him better Commission-Free product options for his clients.
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*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.