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.
This week, DPL’s CEO David Lau sits down with Matt Regan, President and CEO of Wealthcare. With over 20 years of experience in the financial services industry, Matt has played a key role in driving innovative business models and building top-tier organizations. Before leading Wealthcare, he served as Chief Operating Officer at Wescott Financial, was a Founding Partner at WR Hambrecht+Co, and worked as a Consultant for Vanguard.
In this conversation, Matt shares 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.
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.
