Advisor Revelations: How Advisors Transition to Independence

In this episode, Ross talks with Matt Grillo, Director of DPL's Breakaway Accelerator Program. Matt empowers financial advisors to transition their annuity business to a fee-only model. He specializes in helping advisors accelerate their move to independence while maintaining control of their annuity book. Matt also helps optimize a firm's practice for sustainable growth and client-centric success.

Matt talks with Ross about the DPL's Breakaway Accelerator Program. They discuss how advisors can leverage this program to scale their firms, increase revenue, maintain control over clients' annuity contracts, and transition to an advisory-based annuity model.

Key Takeaways

• [01:05] - Matt's background and how he got started at DPL.
• [02:04] - DPL’s Breakaway Accelerator Program.
• [03:01] - The challenges of maintaining control over annuity contracts.
• [04:45] - How the DPL's Breakaway Accelerator Program helps clients.
• [06:54] - What independence means in terms of revenue.
• [09:26] - How to start with DPL's Breakaway Accelerator Program.
• [11:58] - Moving to independence.
• [13:19] - An example of how DPL's Breakaway Accelerator Program helps firms increase revenue.

Links 

• Matt Grillo on LinkedIn

Connect with our hosts

• Ross McGoodwin on LinkedIn
• DPL