44 episodes
Advisor Revelations DPL Financial Partners
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- Business
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5.0 • 14 Ratings
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This podcast series features stories from advisors across the country. You'll gain insights that can help you grow your business and find the right solutions for your clients.
*This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.
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How Taxes and Fee-Based Annuities Can Work Together to Improve Client Outcomes
This week, Jonathan Barth talks with Jackson Bradley, Consultant at DPL Financial Partners. Passionate about helping advisors organically grow their AUM while improving client outcomes, Jackson talks about taxes and annuities, how these strategies can play and work together, and what concerns advisors have as tax season approaches. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
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How Advisors Use MYGAs to Retain AUM in a Rising Interest Rate Environment
In this segment of the Advisor Revelations podcast, DPL's Regional VP Jonathan Barth talks with Nate Johnson, Consultant at DPL Financial Partners. The team speaks about evaluating new solutions and strategies to help advisors grow their firm and AUM, the impact of the current interest rate on annuities, and how advisors deal with some of the stress and pressure this environment brings. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
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3 Strategies that Create Peace of Mind for Your Clients' Retirement
In this episode of Advisor Revelations, Christine Benz from Morningstar joins David Lau for the 'A Day at DPL' segment to discuss creating intelligent retirement portfolios, consumer retirement readiness and the latest findings in her white paper.
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Using Annuities to Help Retirees Secure Guaranteed Income in an Inflationary Environment
This week, DPL Consultant Willie Jones talks with Robert Witt, Financial Advisor at Savant Wealth Management. Specializing in working with people transitioning into retirement, Robert speaks about what commission-free solutions can provide retirees with more protection and guaranteed income, the tools which help advisors choose the best solutions for their clients, and how to cope with client pushback regarding annuities.
Learn more at https://www.dplfp.com/series/advisor-revelations-podcast. -
How RIAs Can Use Fee-Based Annuities to Help Generate Guaranteed Income in Retirement
This week, Andrew Lippert joins DPL Regional Director Ross McGoodwin. Founder and CEO of Simplified Wealth, Andrew speaks about how RIAs can generate guaranteed income streams by using commission-free solutions and tools to discover new strategies and help determine client investing styles. He also shares how he uses annuities in retirement portfolios to provide a guaranteed income stream for clients.
Learn more at https://www.dplfp.com/series/advisor-revelations-podcast. -
How Annuities Solve for Retirement Income in a Changing Rate Environment
This week, DPL Consultant John Watson joins Tim Rembowski. Demonstrating a deep understanding of DPL's insurance and annuity products, John talks about interest rate movements, how that affects fixed annuities, and the solutions and strategies needed to address current challenges.
Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
Customer Reviews
Great insight
Was extremely helpful to understand how thought leaders in the financial industry are growing and adapting to the changing world
Great podcast series from an industry leader!
I would highly recommend this for any advisor in the industry.