Advisor Revelations
Advisor Revelations
DPL Financial Partners
Engaging clients about why annuities make sense for financial planning
12 minutes Posted Oct 7, 2025 at 7:00 am.
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Show notes
This week, Patrick Perry, RVP of Member Success at DPL, talks with Joseph (Jody) Goss, Managing Partner and Private Wealth Advisor at William Joseph Capital Management. Jody shares about how partnering with DPL helps their clients better understand the value of annuities, delivers holistic planning solutions, and supports advisors in the transition to independence. He highlights how DPL provides the expertise, technology, and marketing materials needed to make the transition from broker-deale...