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.
Jamie Upson, DPL member and owner of Stonehearth Capital Management, LLC, walks through what he believes are the biggest risks to clients' portfolios today, how he's working with DPL to mitigate those risks, and what his partnership with DPL means for his firm.
DPL member Chuck Failla, Principal at Sovereign Financial Group, shares his journey to independence and how DPL has helped in his transition. He also gives best practices for making the move and speaks on the importance of bringing insurance assets with you.
Brian Coxon, Partner and Advisor at Oxinas Partners Wealth Management, shares his journey of going from an independent broker dealer to an RIA. He explains why he made the switch, what being a true fiduciary really means to him and how using Commission-Free annuities is a win-win for his business and his clients.
To learn more about low-cost, Commission-Free solutions call us at 888.327.0049 and speak to a DPL consultant.
