This week, David Lau talks with Brian Saunders, Managing Director and Head of Private Equity at Atlas Merchant Capital, about how private equity investors are adopting innovation across financial services and why infrastructure, technology, and better client outcomes are driving the next wave of growth. They also discuss the evolving RIA landscape, the shift toward holistic advice, and how technology is reshaping everything from insurance and retirement planning to crypto and digital assets. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

This week, David Lau talks with Tom Smith, Chief Growth Officer at DPL Financial Partners, about the evolution of the 401(k) market and the current shift toward commission-free, advisory insurance. From deconstructing outdated commission structures to modernizing technology, workflows, and advisor experience, they discuss how DPL is bridging the gap for RIAs and hybrid advisors, turning insurance and annuities into a core component of modern, holistic advice. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

This week, Amy Arnett talks with Brad Mendenhall, Executive Vice President for Insurance Solutions at DPL. They discuss why insurance matters in holistic financial planning and how modern RIAs can integrate it into the planning process without becoming insurance experts. They also share how technology, product innovation, and a partnership with DPL can serve as a roadmap for leaders looking to enhance their clients' experience, increase AUM, and bridge the gap between asset management and protection. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

This week, David Lau talks with Tom McCarthy, Chief Distribution Officer at DPL Financial Partners, about the evolution of the advice model, industry stigmas, and how commission-free annuities can be powerful income differentiators for RIAs. From his early fight to shift from a commission-based to a fee-only model, Tom shares his journey from fee-based startups to the explosion of the RIA channel. He also discusses how technology and strategic partnerships enable financial advisors to provide holistic financial well-being rather than just stock picking. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

In this “Best of 2025” episode, David Lau brings together Daniel Crosby, Matt Regan, and John Thiel to explore how annuities fit into modern financial planning—bridging behavioral finance, retirement income, and risk management to help advisors build plans clients can actually stick with.

Learn more at https://www.dplfp.com/series/advisor-revelations-podcast

In this special “Best of 2025” episode, David Lau David Lau revisits powerful insights from John Thiel, Matt Regan, and Megan Carpenter on the evolving RIA landscape. Together, they unpack consolidation, succession challenges, organic growth strategies, and why modern advisory firms must treat marketing as a measurable engine—not just brand awareness.

Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

This week, Patrick Perry, Regional Vice President of Member Success at DPL, talks with Sam Marrella, Regional Director at Apella Wealth. Sam shares the story of how his family firm successfully transitioned from a broker-dealer to an independent RIA. He discusses the significant role that DPL's technology and commission-free annuity platform played in streamlining their process, enhancing the client experience, and enabling a powerful alignment of interests that fuels trust and organic growth. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

This week, Amy Arnett, VP of Insurance Solutions at DPL, talks with Carma McCallie, VP of Advanced Sales at Crump Life Insurance, about the One Big Beautiful Bill Act (OBBBA) and its tax implications for individuals, businesses, and estates. Carma breaks down the key provisions, what has changed, what has stayed the same, and how to turn this new tax landscape into planning opportunities. From charitable deductions and estate exemptions to life insurance, Carma emphasizes the importance of a cohesive team of financial professionals to navigate the nuances of the law. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

This week, Michael Carmody, VP of National Accounts at DPL Financial Partners, talks with Raymond Gettins, Director at United Advisor Group (UAG), about what true independence really looks like for financial advisors. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

This week, DPL Founder & CEO David Lau talks with Megan Carpenter, CEO & Co-Founder of Ficomm Partners. They discuss why marketing is no longer a "nice to have" but a core business function. Meg also explores the importance of intentional marketing as a commitment and long-term investment, how repeatable and scalable organic growth is a significant factor in maximizing enterprise valuation, and the trends and opportunities for smaller, entrepreneurial firms. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.