When it comes to maintaining a successful RIA business, client experience is everything. That means creating an experience that is convenient, transparent, and personal. A great product is important, but having a great team to support your clients is even more critical. That is why partnering with a firm that is equally committed to client service is essential.
In this episode, DPL's Regional Vice President Jonathan Barth talks with Curtis Parry Jr., Founder and CEO of Unique Wealth. Also a wealth management advisor, Curtis offers world-class investment and wealth management expertise. He works exclusively with retired and upcoming retirees who need guidance and a trusted partner guiding them toward retirement. Curtis and his team at Unique Wealth offer their expertise in providing comprehensive financial planning and organizing clients' financial affairs.
Curtis talks with Jonathan about his strategies for helping retirees mitigate risk in their portfolios and how Unique Wealth's partnership with DPL Financial Partners has enabled him to expand his services and deliver better service to his clients.
Key Takeaways
[01:15] - A look at Curtis' journey to building an independent RIA.
[03:46] - The type of annuity Curtis believes is most beneficial.
[06:17] - Among the most promising candidates for annuities.
[08:46] - How clients use annuities in their financial planning.
[12:20] - How DPL has helped Curtis learn about different annuities.
[15:12] - What makes DPL's product solutions different from others.
[18:44] - Curtis' biggest aha moment after partnering with DPL.
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