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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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Listen as Dan Rohlfing, Senior Financial Advisor at The Lantz Financial Team, shares why he chose DPL as his trusted insurance platform and partner, how he views the role of technology in the industry today, and the Commission-Free insurance solutions he's using to address his clients' needs.

Jamie Upson, DPL member and owner of Stonehearth Capital Management, LLC, discusses 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.  

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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.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

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