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Advisor Revelations: Using Technology to Benefit Your Firm and Clients

BY Daniel B. Rohlfing, CFP®
December 14, 2020
 

Listen as Dan Rohlfing, Senior Financial Advisor at The Lantz Financial Team, and DPL's Leslie Grant discuss why Dan chose DPL as his trusted insurance platform and partner, how he views the role of technology in the industry today, and the Commission-Free insurance solutions he's using to address his clients' needs.

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As a part of the 2020 Investment News Icons and Innovators Summit, DPL's Founder and...

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DPL's CEO, David Lau, believes if annuities would have always been Commission-Free, RIA's would be...