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181 - Diversification Isn't a Risk Management Plan Anymore with David Lau
The use of annuities by RIAs continues to grow. David Lau, one of the leading pioneers in the space, joins us today. David is the founder and CEO of DPL Financial Partners. We talk about the opportunities and challenges of "poking the bear" - and creating better retirement plans for clients in the process. Links mentioned in the show:
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By Nassau Financial Group
4.7
2222 ratings
The use of annuities by RIAs continues to grow. David Lau, one of the leading pioneers in the space, joins us today. David is the founder and CEO of DPL Financial Partners. We talk about the opportunities and challenges of "poking the bear" - and creating better retirement plans for clients in the process. Links mentioned in the show:
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