Stitcher for Podcasts

Get the App Open App
Bummer! You're not a
Stitcher Premium subscriber yet.
Learn More
Start Free Trial
$4.99/Month after free trial
HELP

Show Info

Episode Info

Episode Info:

David is the Founder and Chief Executive Officer of DPL Financial Partners, a network that connects Registered Investment Advisors and fee-based advisory channels with insurance solutions from the nation’s top carriers. 

David started DPL with an idea to distribute variable annuities through RIAs and fee-only advisors. That seemed like a gamble at the time. David’s hunch proved accurate. In just two years, DPL membership achieved an RIA footprint that approached some of the largest, well-established platforms in the industry. 

In this conversation, we discuss how DPL has built a turnkey, product-agnostic insurance platform for RIAs. Insurance is an important part of a holistic financial plan. David argues that advisors can — and should — use insurance products when that’s the best and most appropriate solution for their clients. However, fee-only advisors have historically had to refer their clients to outside insurance professionals because of commissions. DPL eliminated the need to do that. Resource Links Looking for more ideas about growing your practice? Join the Model FA Facebook Community, where you will find expert advice on how to launch, grow, scale, and transform your firm with an incredible client experience. Or, check out our Model FA Accelerator, a premier coaching and practice management program for entrepreneurial financial advisors.

Read more »

Discover more stories like this.

Like Stitcher On Facebook

EMBED

Show Info

Episode Options

Listen Whenever

Similar Episodes

Related Episodes