Advisor Revelations
Advisor Revelations
DPL Financial Partners
Hidden Gems: A Win-Win for Clients and AUM
14 minutes Posted Mar 3, 2021 at 5:02 pm.
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Owner of Highway Financial Networks, Bryan Erickson, shares how he finds hidden solutions that provide flexibility in client’s portfolios and increases AUM and why integrating data into portfolio management software is key to his firm’s success.