In this episode of the A Day at DPL podcast, DPL's David Lau interviews Founder of Tiburon Strategic Advisors, Chip Roame. They discuss industry trends, product innovation in the insurance space, pricing models for RIAs and more.
This educational series explores industry trends and best practices, providing advisors like you with critical insights to better serve your clients and grow your business.
*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.