When transitioning clients' annuity assets, advisors want the peace of mind of knowing they are in capable hands. DPL's Breakaway Accelerator Program is a comprehensive and supportive program designed to help advisors proactively transition to a modern, fee-based model.
In this episode, Jackson Bradley talks with Kim Miranda, Chief Operating Officer, and Kayla Van Dyke, Client Service Manager at Bellwether Wealth. Kim and Kayla share their experience transitioning from a broker-dealer to an independent RIA. They discuss the challenges they encountered, the operational and strategic decisions involved, and how DPL's support, including their robust customer service and advanced technology, facilitated a smoother transition.
In this episode:
- [01:10] - Kim and Kayla's roles at Bellwether Wealth
- [02:26] - The breakaway journey
- [03:39] - Navigating the transition process
- [05:52] - Operational insights and challenges
- [09:13] - Kim and Kayla's key takeaways
- [10:20] - Pain points with the broker-dealer model
- [11:50] - What sets DPL apart from other firms
Links
Connect with our hosts