<p>Founder of BlackDiamond Wealth Management, Sean Hollitz, and DPL's Blake Phillips discuss  the process of keeping legacy clients under Sean's fiduciary umbrella during his transition into becoming an RIA and how partnering with DPL has saved him time and has given him better Commission-Free product options for his clients. </p>

Founder of BlackDiamond Wealth Management, Sean Hollitz, and DPL's Blake Phillips discuss the process of keeping legacy clients under Sean's fiduciary umbrella during his transition into becoming an RIA and how partnering with DPL has saved him time and has given him better Commission-Free product options for his clients.

How DPL Takes the Load off RIA's

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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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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How DPL Takes the Load off RIA's

How DPL Takes the Load off RIA's

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