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Advisor Revelations

DPL’s popular podcast series for financial advisors featuring growth strategies and best practices s

Episodes

Total: 102

This week, David Lau talks with Jack Sharry, EVP and Chief Growth Officer at LifeYield, about the im

In this episode, Logan Cheatham talks with John Watson, Internal Sales Consultant at DPL Financial P

In this episode of Advisor Revelations, Jackson Bradley talks with Daniel Kopp, Founder & Lead F

In this episode of Advisor Revelations, David Lau talks with Fred Reish, Partner and Chair of the Fi

This week, Kameron McRay talks with Edison Byzyka, Chief Investment Officer at Credent Wealth Manage

In this episode, Ross talks with Matt Grillo, Director of DPL's Breakaway Accelerator Program. Matt

This week, David Lau talks with Amit Dogra, President and COO at tru Independence. They discuss tru

In this episode, Amy Arnett, DPL Director of Insurance Solutions, is joined by Nick Robb, Managing P

In this episode of Advisor Revelations, DPL Founder and CEO David Lau talks with Micah Hauptman, Dir

In this episode of Advisor Revelations, Kameron McRay and John Watson talk about investing during el

In this episode of Advisor Revelations, Amy Arnett, Director of Insurance Solutions at DPL, and Loga

In this episode, DPL Founder and CEO David Lau talks with Michael Kitces, one of the most influentia

Traditional retirement plans, often called pensions, were once the primary source of financial secur

As the insurance industry adapts to changing client needs, buffer annuities emerge as a valuable str

Registered Index-Linked Annuities (RILAs) have gained traction recently, attracting financial adviso

Transitioning to independence is a journey of evolution for advisory firms. It's a bold step toward

The market landscape for annuities and insurance continues to evolve, driven by the current interest

In this episode, Wade Pfau and Alex Murguia of Retirement Researcher, share an innovative new tool c

Long-term care planning is an important component of comprehensive financial planning. It extends be