Wealth management has undergone a significant transformation in recent years. As a result, many financial advisors have decided to break away from traditional brokerage firms and establish their own independent practices. While the benefits of running a practice can be numerous, the transition can also come with its fair share of challenges, particularly when managing annuity assets.

In this episode, Jonathan talks with Matthew Liebman, Founding Partner and CEO at Amplius Wealth Advisors. Before founding Amplius Wealth Advisors, Matthew co-led The Liebman Marks Group at Merrill Lynch for 13 years. With his education and background in asset allocation theory and behavioral finance, Matthew has experience with high-net-worth families and provides a unique approach to guiding clients toward their financial goals.

Dedicated to putting clients at the center of everything Amplius Wealth Advisors does, Matthew talks about his experience of using DPL's Breakaway Accelerator Program to transition their existing annuity book, avoiding orphaned accounts, and bringing those assets under their management as they move to become an independent financial advisor.

Key Takeaways

[01:30] - Matthew's professional background and his role at Amplius Wealth Advisors.

[04:23] - Why Matthew decided to become independent.

[06:51] -The role DPL played in Matthew's transition to independence.

[09:41] - How Amplius works with DPL on annuity analysis.

[12:33] - The benefits of integrating annuities into portfolio management software.

[15:35] - Matthew's advice for advisors thinking about becoming independent.

[18:09] - Matthew's key takeaways.

How to Keep Your Book & Accelerate Your Transition to Independence 20:26 Share

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Shownotes Transcript

How to Keep Your Book & Accelerate Your Transition to Independence