Skip to main content

A Day at DPL Podcast

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.

Displaying 1 - 3 of 18

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. 

In this episode, learn about a new and innovative asset allocation option for RIAs - the Avantis Barclays Volatility Control Index, available through the Security Benefit ClearLine Fixed Index Annuity. DPL's David Lau interviews the designer of this accumulation option, Eduardo Repetto of Avantis Investors and President of Security Benefit, Doug Wolff.

 

In this two-part episode DPL's founder and CEO David Lau interviews head of Inside Information, Bob Veres. They discuss new Product Discovery Tools now available to advisors on the DPL website as well as industry trends affecting RIAs today. 

Get Started

To learn more about low-cost, Commission-Free solutions call us at 888.327.0049 and speak to a DPL consultant.

DPL


©2022 DPL Financial Partners, LLC. All rights reserved.

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.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.