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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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 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. 

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. 

 

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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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under California License #0M42434.

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