
Sign up to save your podcasts
Or


This week, DPL's CEO David Lau talks with Matt Regan, President & CEO at Wealthcare. They discuss how Wealthcare’s powerful planning software, investment solutions, and hands-on support help advisors make the leap to independence and scale their businesses. He also offers valuable insights into emerging industry trends and how advisors can grow more efficiently in a competitive landscape. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
By DPL Financial Partners5
1515 ratings
This week, DPL's CEO David Lau talks with Matt Regan, President & CEO at Wealthcare. They discuss how Wealthcare’s powerful planning software, investment solutions, and hands-on support help advisors make the leap to independence and scale their businesses. He also offers valuable insights into emerging industry trends and how advisors can grow more efficiently in a competitive landscape. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

816 Listeners

1,312 Listeners

543 Listeners

943 Listeners

752 Listeners

2,020 Listeners

196 Listeners

472 Listeners

616 Listeners

934 Listeners

70 Listeners

53 Listeners

1,062 Listeners

184 Listeners

139 Listeners