Advisor Revelations
Advisor Revelations
DPL Financial Partners
How DPL Takes the Load off RIA's
17 minutes Posted Apr 15, 2021 at 4:31 pm.
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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.