This week, DPL’s CEO David Lau sits down with Matt Regan, President and CEO of Wealthcare. With over 20 years of experience in the financial services industry, Matt has played a key role in driving innovative business models and building top-tier organizations. Before leading Wealthcare, he served as Chief Operating Officer at Wescott Financial, was a Founding Partner at WR Hambrecht+Co, and worked as a Consultant for Vanguard.
In this conversation, Matt shares how Wealthcare’s powerful planning software, investment solutions, and hands-on support help advisors make the leap to independence and scale their businesses. He also offers valuable insights into emerging industry trends and how advisors can grow more efficiently in a competitive landscape.
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