Advisor Revelations
Advisor Revelations
DPL Financial Partners
How Advisors Transition to Independence
16 minutes Posted Jul 2, 2024 at 7:00 am.
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Show notes
In this episode, Ross talks with Matt Grillo, Director of DPL's Breakaway Accelerator Program. Matt empowers financial advisors to transition their annuity business to a fee-only model. He specializes in helping advisors accelerate their move to independence while maintaining control of their annuity book. Matt also helps optimize a firm's practice for sustainable growth and client-centric success. Matt talks with Ross about the DPL's Breakaway Accelerator Program. They discuss how advisors c...