Advisor Revelations
Advisor Revelations
DPL Financial Partners
Elevating Retirement Planning with DPL + Orion
22 minutes Posted Jul 16, 2024 at 7:00 am.
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Show notes
This week, Kameron McRay talks with Edison Byzyka, Chief Investment Officer at Credent Wealth Management. They discuss how Credent Wealth Management utilizes DPL tools to implement commission-free annuities, how the firm works with RIA firms to create holistic retirement plans, and how to move clients into better price solutions and strategies for fixed-income alternatives. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.