This week, Jonathan Barth, VP of Member Success, talks with Daylin Huff, RIA Consultant at DPL about  what member success truly means to us. Daylin highlights how DPL helps advisors transition from a broker-dealer arrangement to an advisory model and provides solutions to seamlessly integrate legacy annuity books. He also shares common pain points of breakaway advisors and how DPL's innovative solutions address them. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

The Alliance Advantage: the Power of Partnerships in an M&A Strategy

DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices.
*This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.