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Advisor Revelations Podcast

This new podcast series features stories from advisors across the country. You'll gain insights that can help you grow your business and find the right solutions for your firm.

*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.

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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. 

DPL Consultant, Nicole Benz interviews Owner of Downing Street Wealth Management, Bob Morrison, on how he incorporates Commission-Free insurance into tax planning strategies and why advisors should pay more attention to insurance now, more than ever. 

Owner of Highway Financial Networks, Bryan Erickson, is interviewed by DPL's Kyle Steveson on how they work together to find hidden solutions that provide flexibility in client’s portfolios and increases AUM. Bryan also explains why integrating data into portfolio management software is key to his firm’s success.

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To learn more about low-cost, Commission-Free solutions call us at 888.327.0049 and speak to a DPL consultant.

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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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