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This week, Jonathan Barth, VP of Member Success, talks with Daylin Huff, RIA Consultant at DPL about what member success truly means to us. Daylin highlights how DPL helps advisors transition from a broker-dealer arrangement to an advisory model and provides solutions to seamlessly integrate legacy annuity books. He also shares common pain points of breakaway advisors and how DPL's innovative solutions address them. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
By DPL Financial Partners5
1515 ratings
This week, Jonathan Barth, VP of Member Success, talks with Daylin Huff, RIA Consultant at DPL about what member success truly means to us. Daylin highlights how DPL helps advisors transition from a broker-dealer arrangement to an advisory model and provides solutions to seamlessly integrate legacy annuity books. He also shares common pain points of breakaway advisors and how DPL's innovative solutions address them. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

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