This week, Patrick Perry, Regional Vice President of Member Success at DPL, talks with Sam Marrella, Regional Director at Apella Wealth. Sam shares the story of 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...