June 25, 2020
David Blanchett, with Morningstar, and DPL's David Lau discuss the importance of goal setting with clients and setting expectations. Blanchett believes that being fully invested in setting clear expectations and outcomes with clients adds great value to the advisor.
A Day at DPL with David Blanchett | Goal setting with clients
David Blanchett, with Morningstar, and DPL's David Lau discuss the importance of goal setting with clients and setting expectations. Blanchett believes that being fully invested in setting clear expectations and outcomes with clients adds great value to the advisor.
A Day at DPL with David Blanchett | The power of Commission-Free annuities
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A Day at DPL with David Blanchett | How to talk to clients about annuities
