The intersection of technology and innovation plays a pivotal role in shaping management platforms for RIAs. DPL recognizes that members and advisors are key to these technological advancements.

In this episode, DPL RVP of Membership Success, Kameron McRay talks with Sam Johnson, VP of Business Development of DPL. Sam is knowledgeable in the ways Commission-Free insurance can be used to deliver value to investors. Sam has over seven years of experience working in the insurance industry, primarily on the RIA channel. At DPL, Sam focuses on carrier partner relationships. He works with existing and onboarding new carriers to get them to understand the DPL business model.

Sam talks to Kameron about how members and advisors impact product and technology innovation at DPL, how working with DPL varies from working with carriers directly, and what business development has in store for the future.

Key Takeaways

[00:58] - The role Sam plays at DPL.
[02:27] - How DPL has grown from a business development perspective.
[05:04] - Advisors benefit from partnering with DPL.
[07:04] - Why the staying power of members can help carriers create new products.
[09:07] - How feedback plays a key role in developing DPL's products and solutions.
[12:19] - What the DPL business model looks like.
[14:46] - What business development has in store for the future.

How Our Advisors Impact Product & Technology Innovation at DPL 18:27 Share

Advisor Revelations

Shownotes Transcript

How Our Advisors Impact Product & Technology Innovation at DPL