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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.

Displaying 4 - 6 of 11

DPL Consultant, Willie Jones, interviews advisor, Deborah Ellis, CFP®, on why she believes fixed-income is a must-have for her clients' portfolios, what Commission-Free solutions she's currently using, and how DPL's consultative approach has helped her clients feel more confident about their retirement goals. 

Listen as Dan Rohlfing, Senior Financial Advisor at The Lantz Financial Team, and DPL's Leslie Grant discuss why Dan 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, and DPL Consultant, Jonathan Barth discuss what Jamie 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.

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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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