Skip to main content

A Day at DPL with David Blanchett | Goal setting with clients

June 25, 2020

David Blanchett, with Morningstar, and DPL's David Lau discuss the importance of goal setting with clients and setting expectations. Blanchett believes that being fully invested in setting clear expectations and outcomes with clients adds great value to the advisor.

A Day at DPL with David Blanchett | Goal setting with clients

David Blanchett, with Morningstar, and DPL's David Lau discuss the importance of goal setting with clients and setting expectations. Blanchett believes that being fully invested in setting clear expectations and outcomes with clients adds great value to the advisor.

A Day at DPL with David Blanchett | The power of Commission-Free annuities
A Day at DPL with David Blanchett | When to talk to clients about annuities
A Day at DPL with David Blanchett | How to talk to clients about annuities

Advisors Who Viewed This Also Viewed

Video

Jan 13, 2021

DPL's Founder and CEO, David Lau, shares his excitement around securing capital from Eldride and...

Article

Dec 28, 2020

With all the changes 2020 brought and a new year around the corner, it may...

Webinar

Oct 05, 2020
Q3 2020 has brought new additions to DPL’s platform, multiple educational opportunities, and many other...

Webinar

Oct 01, 2020
Hear as Tim Rembowski, DPL Financial Partners Vice President, Member Success, explains how to help...

Video

Jun 25, 2020

Starting the conversation with younger clients about annuities and retirement income is easier than you...

Video

Jun 08, 2020

DPL's CEO, David Lau, believes if annuities would have always been Commission-Free, RIA's would be...

Video

May 12, 2020

David Blanchett, head of retirement research for Morningstar’s Investment Management group, talks with DPL’s David...

Video

Apr 20, 2020

David Blanchett, head of retirement research for Morningstar’s Investment Management group, and DPL’s David Lau...

Video

May 18, 2020

David Blanchett, head of retirement research for Morningstar’s Investment Management group, says that among the...

DPL


©2020 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.