This week, DPL Consultant Bryce Thweatt joins Tim Rembowski to talk about the new solutions for growing AUM, the current challenges in the market, and strategies to help advisors grow their firm and create the best outcomes for clients.
The pressure is always on financial services firms to do more to create the best outcomes for clients. That means earning the highest risk-adjusted return possible, given their individual goals and objectives.
DPL Consultant Bryce Thweatt joins Tim Rembowski for another segment of the Advisor Revelations. Before DPL, Bryce was an Account Manager for commercial and personal lines at a national insurance carrier. His drive for better client-driven outcomes brought him to DPL. Bryce is committed to ensuring RIA's can implement and utilize commission-free insurance to achieve the best outcomes for their client.
Bryce talks with Tim about the new solutions for growing AUM, the current challenges in the market, and strategies to help advisors grow their firm and create the best outcomes for clients.
Key Takeaways
[00:45] - What most advisors have to say about the current market.
[02:09] - How advisors can potentially replenish assets under management.
[05:22] - Using liquid index protect 5 to retain clients.
[07:31] - How advisors use cash or CDs to recoup some AUM.
[10:14] - Bryce’s advice to advisors who think they don’t have any clients with annuities.
[12:40] - How advisors are using the 1035 concept to differentiate themselves.
[14:21] - A fixed index strategy for diversifying portfolios.
[15:38] - What DPL can do to help advisors with their practice.
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