Podcast
Advisor Revelations
Hosted by DPL Financial Partners · EN
DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices.
*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.
23episodes
Episodes
Newest firstAll episodes
How Annuities Can Help Protect Principal in Retirement
Jun 17, 202500:24:06Tap to summarizeThis week, Ross McGoodwin talks with Brennan Decima, Managing Director of Decima Wealth Consulting. They discuss how breakaway advisors can leverage advisory annuities for principal protection and retirement income planning, especially in today's volatile markets and uncertain tax environment. Brennan highlights how DPL's innovative tools and technology have streamlined his transition to a fiduciary model. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
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The Intersection of Psychology and Finance
Jun 3, 202500:37:35Tap to summarizeIn this episode, DPL Founder and CEO, David Lau, talks with Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions. They discuss the psychological drivers behind investor behavior, common mental pitfalls that can lead to costly mistakes, and the practical framework advisors can use to build resilient client portfolios. From Orion's popular Protect, Live, Dream platform to the four meta-biases that influence people's decisions and actions, Daniel explains how advisors can proactively support clients through volatility and why financial advising is just as much about managing emotions as managing wealth. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
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Protecting Income from Disability Risks
May 6, 202500:20:51Tap to summarizeEpisode SummaryIn this episode of Advisor Revelations, Amy Arnett, VP of Insurance Solutions at DPL Financial Partners, talks with Angel Melgoza, Director of Financial Planning at Your Financial Pharmacist, about asset and income protection. They cover the importance of disability income insurance in financial planning, the ideal client for such coverage, the rule of thumb on disability income insurance, and how to address potential gaps in group disability insurance. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
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