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Advisor Revelations episodes
- Risky Behavior: How to Mitigate Risk in Clients’ Portfolios
Jamie Upson, DPL member and owner of Stonehearth Capital Management, LLC, discusses what he believes are the biggest risks to clients' portfolios today, how he's working with DPL to mitigate those risks, and what his partnership with DPL means for his firm.
Download the '6 Risks That Might Threaten Your Retirement' here. Learn more at www.stonehearthcapital.com
25 min - How Commission-Free Annuities Fit in Financial Plans
DPL member, Aaron Parrish, a Flat Fee Financial Advisor and Owner of Level Wealth Management, shares how he's delivering higher returns to his clients' portfolios while alleviating market risk concerns with Commission-Free solutions. Aaron also shares his thoughts on why incorporating annuities in a financial plan is a "no-brainer".
Learn more on Level Wealth Management's blog here https://www.levelwm.com/
23 min - Benefits of Modeling Annuities for Clients
In this episode of Advisor Revelations, Shannon Stone, CFP, with DHR Investment Counsel, is interviewed by DPL's Kameron McRay. They discuss several solutions that Shannon has implemented for her clients and why she chose DPL as her strategic partner.
14 min - How to Talk to Clients About InsuranceDPL's Tim Rembowski interviews Echo Huang, founder of Echo Wealth Management. Echo shares how she gets value from her DPL membership and what she's learned about leveraging Commission-Free annuities and insurance solutions for her clients and her firm.To learn more from Echo, check out her book, "Own Your Future" here https://www.echohuang.com15 min
About Advisor Revelations
From the publisher's feed
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.
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