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Showing 19 Results of 166
David Lau

Video

Why Fiduciaries need to be involved in their clients’ insurance

Feb 07, 2019
DPL Financial Partners Founder and CEO, David Lau, addresses why fiduciaries need to be involved...
Nicole Benz

Video

How licensing works with DPL

Nov 30, 2018
DPL’s Nicole Benz explains how DPL works with members as the licensed insurance professional.

Video

The value add in DPL’s consultative approach

Nov 30, 2018
DPL Senior Consultant Sam Johnson explains how DPL can help advisors address two of their...
Ross McGoodwin

Video

Responding to the RIAs need for technology integration

Nov 30, 2018
DPL Consultant Ross McGoodwin discusses the importance of technology to the RIA and how DPL...
Sam Johnson

Video

What surprises RIAs

Nov 30, 2018
DPL Senior Consultant Sam Johnson talks about what RIAs find surprising when they learn about...

Article

Time for RIAs to Rethink Insurance

Oct 25, 2018
Think Advisor Time for RIAs to Rethink Insurance At a recent conference of financial planners...
READ THIS AT THINKADVISOR

Podcast

The Money Life Podcast

Jul 09, 2018
David Lau, Founder & CEO of DPL Financial Partners talks about his latest venture: Commission-Free...
Image of coins and hour glass

Article

4 Approaches To Managing Sequence Of Returns Risk In Retirement

Apr 12, 2017
4 Approaches To Managing Sequence Of Returns Risk In Retirement Attempting to sustain a fixed...
READ THIS AT FORBES

Video

A Day at DPL with Wade Pfau | Risk pooling explained

Jan 13, 2017
Wade Pfau PhD, CFA, RICP explains the benefits of risk pooling in a retirement strategy.

Become a member

Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.