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cover of episode Using Technology to Benefit Your Firm and Clients

Using Technology to Benefit Your Firm and Clients

2021/2/4
logo of podcast Advisor Revelations

Advisor Revelations

Shownotes Transcript

Listen as Dan Rohlfing, Senior Financial Advisor at The Lantz Financial Team, shares why he chose DPL as his trusted insurance platform and partner, how he views the role of technology in the industry today, and the Commission-Free insurance solutions he's using to address his clients' needs.