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.
Leveraging DPL’s technology to guide the path to independence
Advisor Revelations
13 minutes 12 seconds
5 days ago
Leveraging DPL’s technology to guide the path to independence
This week, Michael Carmody, VP of National Accounts at DPL Financial Partners, talks with Raymond Gettins. Ray is a financial professional with more than 35 years of industry experience, and the director of United Advisor Group (UAG). UAG is an Independent RIA created by independent investment professionals to deliver the best products and solutions for each advisors’ client.
Michael and Ray talk about what true independence really looks like for financial advisors. They explore the myths surrounding the RIA space, how UAG empowers advisors through its advisor-owned model, and how UAG's partnership with DPL, leveraging their technology and support, has created a seamless path for advisors to embrace independence.
Advisor Revelations
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.
