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.
DPL member, Aaron Parrish, a Flat Fee Financial Advisor and Owner of Level Wealth Management, shares how he's delivering higher returns to his clients' portfolios while alleviating market risk concerns with Commission-Free solutions. Aaron also shares his thoughts on why incorporating annuities in a financial plan is a "no-brainer" .
Learn more on Level Wealth Management's blog here https://www.levelwm.com/
In this episode of Advisor Revelations, Shannon Stone, CFP, with DHR Investment Counsel, is interviewed by DPL's Kameron McRay. They discuss several solutions that Shannon has implemented for her clients and why she chose DPL as her strategic partner.
DPL's Tim Rembowski interviews Echo Huang, founder of Echo Wealth Management. Echo shares how she gets value from her DPL membership and what she's learned about leveraging Commission-Free annuities and insurance solutions for her clients and her firm.
To learn more from Echo, check out her book, "Own Your Future" here https://www.echohuang.com
To learn more about low-cost, Commission-Free solutions call us at 888.327.0049 and speak to a DPL consultant.
