Advisor Revelations

This week, David Lau talks with Natalie Wolfsen, CEO of Orion Advisor Solutions. They discuss the evolving landscape of financial advice, the importance of providing technology solutions to financial advisors, and how Orion is committed to creating a comprehensive wealth management ecosystem. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

In this episode of Advisor Revelation, Jackson Bradley talks with Tyler Caummisar, an Internal Consultant at DPL, about protected growth, crediting strategies for advisors, and how to protect client wealth. They discuss why clients seek protection in their portfolios and highlight how Multi-Year Guaranteed Annuities (MIGAs), Fixed Index Annuities (FIAs), and Registered Index-Linked Annuities (RILAs) protect and benefit clients. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

This week, David Lau talks with Jack Sharry, EVP and Chief Growth Officer at LifeYield, about the importance of tax management in retirement planning. They discuss how advisors can deliver alpha and tax-efficient investing and withdrawals for their clients. Jack also shares how LifeYield helps advisors optimize asset location, minimize taxes, and create retirement income strategies. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

In this episode, Logan Cheatham talks with John Watson, Internal Sales Consultant at DPL Financial Partners, about how retirees can secure a stable retirement income. They discuss the current state of the economy, the retirement status for most people in America, and the 4% rule. They also explore why advisors should look to insurance carriers to manage risk rather than manage it themselves. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

In this episode of Advisor Revelations, Jackson Bradley talks with Daniel Kopp, Founder & Lead Financial Planner at Wise Stewardship Financial Planning. They discuss how advisors can leverage the current high-interest rate environment to improve client plans through multi-year guaranteed annuities and other fixed-income alternatives. Daniel also shares insights on how he dispels the stigma associated with annuities, highlighting the use of DPL's tools to solve clients' concerns about guaranteed income. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

In this episode of Advisor Revelations, David Lau talks with Fred Reish, Partner and Chair of the Fiduciary Services ERISA Team at Faegre Drinker Biddle & Reath, about the Department of Labor's new fiduciary rule. They discuss the regulation's origins, goals, and potential impact on the insurance industry. Fred also provides insight into how insurance professionals and financial advisors can navigate the evolving regulatory landscape of retirement planning. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

This week, Kameron McRay talks with Edison Byzyka, Chief Investment Officer at Credent Wealth Management. They discuss how Credent Wealth Management utilizes DPL tools to implement commission-free annuities, how the firm works with RIA firms to create holistic retirement plans, and how to move clients into better price solutions and strategies for fixed-income alternatives. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

In this episode, Ross talks with Matt Grillo, Director of DPL's Breakaway Accelerator Program. Matt empowers financial advisors to transition their annuity business to a fee-only model. He specializes in helping advisors accelerate their move to independence while maintaining control of their annuity book. Matt also helps optimize a firm's practice for sustainable growth and client-centric success.

Matt talks with Ross about the DPL's Breakaway Accelerator Program. They discuss how advisors can leverage this program to scale their firms, increase revenue, maintain control over clients' annuity contracts, and transition to an advisory-based annuity model.

Key Takeaways

• [01:05] - Matt's background and how he got started at DPL.
• [02:04] - DPL’s Breakaway Accelerator Program.
• [03:01] - The challenges of maintaining control over annuity contracts.
• [04:45] - How the DPL's Breakaway Accelerator Program helps clients.
• [06:54] - What independence means in terms of revenue.
• [09:26] - How to start with DPL's Breakaway Accelerator Program.
• [11:58] - Moving to independence.
• [13:19] - An example of how DPL's Breakaway Accelerator Program helps firms increase revenue.

This week, David Lau talks with Amit Dogra, President and COO at tru Independence. They discuss tru Independence's unique approach to supporting breakaway advisors and its focus on service excellence. Amit highlights the company's expertise in compliance, technology, and advisor growth strategies. Amit and David also discuss the partnership between DPL and tru Independence and their innovative fee-based annuity solutions. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

In this episode, Amy Arnett, DPL Director of Insurance Solutions, is joined by Nick Robb, Managing Partner at PH Robb. They talk about advanced planning strategies for high-net-worth clients and how insurance can be used in those strategies. Nick also shares insights on estate planning, buy-sell agreements, and the use of insurance in business planning. Their conversation highlights the need for comprehensive planning and the potential risks of not having proper strategies in place. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.