This week, Patrick Perry, Regional Vice President of Member Success at DPL, talks with Samuel Marrella. As a Regional Director at Apella Wealth, Sam focuses on providing wealth management solutions to successful individuals and their families in Berks County. Together with his brother, sister, and son, he helps affluent clients preserve their wealth, mitigate taxes, protect their heirs, and make informed decisions about charitable giving.Sam talks with Patrick about how his family firm successfully transitioned from a broker-dealer to an independent RIA. He discusses the significant role that DPL's technology and commission-free annuity platform played in streamlining their process, enhancing the client experience, and enabling a powerful alignment of interests that fuels trust and organic growth.