How DPL Helps Breakaways Smooth the Transition

January 14, 2020

Consultant Ross McGoodwin explains how DPL helps breakaway firms seamlessly transition when leaving their broker-dealer.

Consultant Ross McGoodwin explains how DPL helps breakaway firms seamlessly transition when leaving their broker-dealer.

How we work with breakaways

Tailoring our approach for breakaways

Webinar

Repurposing Annuities to Strengthen a Financial Plan

Feb 11, 2021

It’s common for a prospective client to come in the door with one or more...

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Case Study

Jan 24, 2023

Large RIA, Strategic Financial Services, and Laura Powers utilized DPL's Annuity Rescue+ process when breaking...

Case Study

Jan 24, 2023

Chuck Failla, Principal of breakaway firm Sovereign Financial Group, discovered the power of DPL's strategic...

Video

Dec 10, 2021

DPL's Founder and CEO, David Lau, explains what this era of low interest rates means...

Video

Jun 03, 2022

Founder and CEO of DPL Financial Partners, David Lau, explains why generating retirement income is...

Video

Jun 07, 2022

Founder and CEO of DPL Financial Partners, David Lau, explains the benefits Commission-Free annuities provide...

Video

Jun 05, 2022

Founder and CEO of DPL Financial Partners, David Lau, explains why true fiduciaries should consider...

Video

Jun 10, 2022

Founder and CEO of DPL Financial Partners, David Lau provides tips on how to share...

Video

Jun 05, 2022

Lead Consultant, Jonathan Barth, shares how the DPL team works through client cases with firms...