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How Advisors Can Improve Client Experience Through DPL Partnership
23:03
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2022/11/1
Advisor Revelations
AI Chapters
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Chapters
How Did Curtis Build an Independent RIA?
What Type of Annuity Does Curtis Recommend?
Who Are the Best Candidates for Annuities?
How Do Clients Use Annuities in Their Financial Planning?
How Has DPL Helped Curtis Understand Different Annuities?
What Sets DPL's Product Solutions Apart?
What Was Curtis' Biggest Aha Moment with DPL?
Shownotes
Transcript
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