Advisor Revelations
By DPL Financial Partners
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Category: Investing
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Episodes: 122
Description
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.
| Episode | Date |
|---|---|
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Academic Rigor, Fiduciary Innovation, and the Future of Advice
|
Apr 30, 2026 |
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How Orion is Meeting Demand for Fee-Based Insurance Solutions
|
Mar 24, 2026 |
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The Macro Forces Reshaping Retirement
|
Mar 10, 2026 |
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The RIA Landscape from a Private Equity Perspective
|
Feb 24, 2026 |
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Rethinking the Annuity Paradigm
|
Feb 10, 2026 |
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Risk Management's Role in Holistic Financial Planning
|
Jan 27, 2026 |
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Solving the Income Gap with Modern Annuities
|
Jan 13, 2026 |
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Best of 2025: Episode 2 - Annuities and the Planning Process
|
Dec 30, 2025 |
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Best of 2025: Episode 1 - Growth Opportunities for RIAs
|
Dec 16, 2025 |
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How DPL Supported a Firm’s Journey from Breakaway to Enterprise.
|
Dec 02, 2025 |
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The One Big Beautiful Bill Act: Tax implications for individuals, businesses, and estates
|
Nov 18, 2025 |
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Leveraging DPL’s technology to guide the path to independence
|
Nov 04, 2025 |
|
Marketing That Moves the Needle: Building Real Growth Engines for RIAs
|
Oct 21, 2025 |
|
Engaging clients about why annuities make sense for financial planning
|
Oct 07, 2025 |
|
The Alliance Advantage: the Power of Partnerships in an M&A Strategy
|
Sep 23, 2025 |
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How DPL Champions Member Success
|
Sep 09, 2025 |
|
Unlocking Growth: How RIAs are Embracing Annuities
|
Aug 26, 2025 |
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Annuity Optimization Strategies
|
Aug 12, 2025 |
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How MYGAs Preserve & Protect Retirement Portfolios
|
Jul 29, 2025 |
|
Fostering Trust Between Advisors & Clients with John Thiel.
|
Jul 15, 2025 |
|
How Commission-Free Annuities Are Winning Over RIAs
|
Jul 01, 2025 |
|
How Annuities Can Help Protect Principal in Retirement
|
Jun 17, 2025 |
|
The Intersection of Psychology and Finance
|
Jun 03, 2025 |
|
Protecting Income from Disability Risks
|
May 06, 2025 |
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How Annuities Can Help Bridge the Social Security Gap
|
Apr 22, 2025 |
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What You Need to Know About Lifetime Income
|
Apr 08, 2025 |
|
Smart Growth for Independent Advisors
|
Mar 25, 2025 |
|
The Risks and Benefits of RILAs
|
Mar 11, 2025 |
|
MYGA Ladders
|
Feb 25, 2025 |
|
The New Age of Annuities
|
Feb 11, 2025 |
|
Spending Trends in Retirement
|
Jan 28, 2025 |
|
Planning for Annuity Utilization in 2025
|
Jan 14, 2025 |
|
Lifetime Income and Long-Term Care Enhancements
|
Dec 31, 2024 |
|
How Annuities Can Secure Your Retirement
|
Dec 17, 2024 |
|
The Roth IRA Advantage: Building Tax-Free Wealth for Life
|
Dec 03, 2024 |
|
Maximizing Estate Exemptions and Wealth Transfer Opportunities
|
Nov 19, 2024 |
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Simplifying Insurance Planning
|
Nov 05, 2024 |
|
Bellwether Wealth's Journey to Independent RIA with Kim Miranda and Kayla Van Dyke
|
Oct 22, 2024 |
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Creating Community through Partnerships
|
Oct 08, 2024 |
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Protecting Client Wealth
|
Sep 24, 2024 |
|
The Importance of Tax Management in Retirement Planning
|
Sep 10, 2024 |
|
Creating a Stable Retirement Income
|
Aug 27, 2024 |
|
Maximizing Retirement Income in a High-Interest Rate Environment
|
Aug 13, 2024 |
|
How the Department of Labor’s New Fiduciary Rule Impacts Insurers
|
Jul 30, 2024 |
|
Elevating Retirement Planning with DPL + Orion
|
Jul 16, 2024 |
|
How Advisors Transition to Independence
|
Jul 02, 2024 |
|
Helping Breakaway Advisors Become Truly Independent
|
Jun 18, 2024 |
|
Advanced Planning Strategies for High-Net-Worth Clients
|
Jun 04, 2024 |
|
The Department of Labor's New Rule on Retirement Security
|
May 21, 2024 |
|
Investing During Election Years
|
May 07, 2024 |
|
Exploring Options and Strategies in Long-Term Care
|
Apr 23, 2024 |
|
The Future of Annuities in the RIA Industry
|
Apr 09, 2024 |
|
The Difference Between Modern Annuities and Pensions
|
Mar 26, 2024 |
|
New Tools and RIA Trends with Bob Veres
|
Mar 12, 2024 |
|
Six Reasons to Use a Fee-Based Annuity
|
Feb 27, 2024 |
|
The Benefits of Registered Index-Linked Annuities (RILAs)
|
Feb 13, 2024 |
|
Making the Transition to Independence Easy with DPL
|
Jan 30, 2024 |
|
Navigating Commission-Free Solutions and Strategies in the Annuity Market
|
Jan 16, 2024 |
|
Determining Your Clients' Retirement Income Style
|
Jan 02, 2024 |
|
How Advisors Apply Long-Term Care Strategies in Plans
|
Dec 19, 2023 |
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Transitioning to an RIA Made Easy with Annuities
|
Dec 07, 2023 |
|
Industry Trends & Innovation with Chip Roame
|
Nov 21, 2023 |
|
How Advisors Can Use Tax-Saving Strategies to Maximize Retirement Income
|
Nov 07, 2023 |
|
How Annuities Can Redefine Your Retirement Journey with Jonathan Clements
|
Oct 24, 2023 |
|
How to Effectively Use Annuities for Legacy Planning
|
Oct 10, 2023 |
|
Not Settling for Less: How Commission-Free Insurance Can Generate More Yield Than Traditional Fixed Income
|
Sep 26, 2023 |
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How Advisors Use Best-In-Class Insurance Solutions in Client Portfolios
|
Sep 12, 2023 |
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How No-Load Annuities Can Combat Inefficiencies of the 4% Rule
|
Aug 29, 2023 |
|
The Evolution of Advisory Fees in the Annuity Industry
|
Aug 15, 2023 |
|
How Our Advisors Impact Product & Technology Innovation at DPL
|
Aug 01, 2023 |
|
How No-Load Annuities Can Address Income & Revive Dead Assets
|
Jul 18, 2023 |
|
How Fee-Based Annuities Can Help Diversify Retirement Income
|
Jul 04, 2023 |
|
How Annuities Can Provide Guaranteed Income and Client Peace of Mind
|
Jun 20, 2023 |
|
Utilizing RISA to Create Value for Existing & Prospective Clients
|
Jun 06, 2023 |
|
Competitive Advantages DPL Membership Can Bring Fee-Based RIAs
|
May 23, 2023 |
|
How Technology Integration & Automation Can Scale Your Fee-Based Practice
|
May 09, 2023 |
|
Exploring Low-Cost, Diversified Strategies for Retirement Income
|
Apr 25, 2023 |
|
How to Keep Your Book & Accelerate Your Transition to Independence
|
Apr 11, 2023 |
|
How Taxes and Fee-Based Annuities Can Work Together to Improve Client Outcomes
|
Mar 28, 2023 |
|
How Advisors Use MYGAs to Retain AUM in a Rising Interest Rate Environment
|
Mar 14, 2023 |
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3 Strategies that Create Peace of Mind for Your Clients' Retirement
|
Feb 28, 2023 |
|
Using Annuities to Help Retirees Secure Guaranteed Income in an Inflationary Environment
|
Feb 14, 2023 |
|
How RIAs Can Use Fee-Based Annuities to Help Generate Guaranteed Income in Retirement
|
Jan 31, 2023 |
|
How Annuities Solve for Retirement Income in a Changing Rate Environment
|
Jan 17, 2023 |
|
How to Navigate the Market in 2023 with New Strategies
|
Jan 03, 2023 |
|
How Black Diamond Advisors Leverage the Advent Insurance Marketplace Powered by DPL
|
Dec 13, 2022 |
|
Technology & the Advisor-Client Relationship
|
Nov 29, 2022 |
|
How to Use Registered Index Linked Annuities to Combat Risk in Retirement Portfolios
|
Nov 15, 2022 |
|
How Advisors Can Improve Client Experience Through DPL Partnership
|
Nov 01, 2022 |
|
Using Financial Science for Creative Solutions in Today's Environment
|
Oct 19, 2022 |
|
Overcoming Fear of Market Volatility and Uncertainty Through Annuities
|
Sep 20, 2022 |
|
Breaking Up with Your Broker Dealer with Brian Hamburger
|
Sep 06, 2022 |
|
How to Use No-Load Annuities in Today's Market
|
Aug 23, 2022 |
|
How Advisors Use the Retirement Income Style Awareness (RISA) Tool With Clients
|
Aug 09, 2022 |
|
Differentiating Your Firm With Commission-Free Annuity Solutions
|
Jul 26, 2022 |
|
Annuity Misconceptions- How a Fee-Only Advisor Overcame Them All
|
Jul 12, 2022 |
|
How DPL Commission-Free Annuities Can Help with Inflation Risk
|
Jun 28, 2022 |
|
How Commission-Free Annuities Can Provide Reliable Retirement Income
|
Jun 07, 2022 |
|
How a Fixed Index Annuity Can Address Long-Term Healthcare Costs
|
May 24, 2022 |
|
How Breakaway Advisors use Commission-Free Annuities
|
May 10, 2022 |
|
How to De-Risk with Commission-Free RILAs
|
Apr 26, 2022 |
|
Helping Firms Transition Legacy Annuities
|
Mar 29, 2022 |
|
Going Independent: How DPL's Tools Help Advisors Break Away
|
Mar 15, 2022 |
|
MYGAS: A Successful Solve for Rising Interest Rates
|
Mar 01, 2022 |
|
Annuities Are No Longer a Four-Letter Word
|
Feb 15, 2022 |
|
Improving 401K plans with Commission-Free annuities
|
Nov 22, 2021 |
|
How Black Diamond Firms Incorporate Insurance with DPL
|
Oct 19, 2021 |
|
How to strategically use a MYGA in retirement planning
|
Oct 12, 2021 |
|
How to Strategically Repurpose Annuities for Income With DPL
|
Aug 13, 2021 |
|
Leveraging DPL to Attract Advisors and AUM
|
Jul 14, 2021 |
|
How to Use Fixed Index Annuities as a Fixed Income Allocation
|
Jun 16, 2021 |
|
Expanding Your Advisory Toolkit with Commission-Free Annuities
|
May 14, 2021 |
|
How DPL Takes the Load off RIA's
|
Apr 15, 2021 |
|
Not Your Father's Insurance Products
|
Mar 16, 2021 |
|
Hidden Gems: A Win-Win for Clients and AUM
|
Mar 03, 2021 |
|
Empowering Clients Through Transparency & Trust
|
Feb 04, 2021 |
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Breaking Away: Why Now and How
|
Feb 04, 2021 |
|
Using Technology to Benefit Your Firm and Clients
|
Feb 04, 2021 |
|
Risky Behavior: How to Mitigate Risk in Clients’ Portfolios
|
Feb 04, 2021 |
|
How Commission-Free Annuities Fit in Financial Plans
|
Feb 04, 2021 |
|
Benefits of Modeling Annuities for Clients
|
Feb 04, 2021 |
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How to Talk to Clients About Insurance
|
Feb 04, 2021 |