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cover of episode Smart Growth for Independent Advisors

Smart Growth for Independent Advisors

2025/3/25
logo of podcast Advisor Revelations

Advisor Revelations

Shownotes Transcript

This week, DPL's CEO David Lau talks with Matt Regan, President & CEO at Wealthcare. They discuss how Wealthcare’s powerful planning software, investment solutions, and hands-on support help advisors make the leap to independence and scale their businesses. He also offers valuable insights into emerging industry trends and how advisors can grow more efficiently in a competitive landscape. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.