Advisor Revelations
Advisor Revelations
DPL Financial Partners
Technology & the Advisor-Client Relationship
23 minutes Posted Nov 29, 2022 at 8:00 am.
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Hear from Steve Leivent, SS&C SVP & Co-General Manager, and David Lau, DPL Founder and CEO, as they discuss the Advent Insurance Marketplace, how technology has transformed the client-advisor relationship, and how Black Diamond plans to elevate the experience to a new level in the future for advisors.