In this exclusive webinar, Heather Rosato and David Blanchett discuss the results of a recent DPL Member survey exploring how no-load annuity usage is impacting client behavior and firm growth.
Key Discussion Points:
- Firm profiles: who is using annuities and why this cohort is unique
- Client impacts: how client behaviors and attitudes are being influenced by annuity purchases
- Firm impacts: usage trends, attitudes and outcomes reported by firms using annuities with their clients
Speakers:
David Blanchett — Adj. Prof. of Wealth Management, The American College of Financial Services
Heather Rosato — Chief Marketing Officer, DPL Financial Partners
Join us for an insightful and engaging discussion and bring your questions for our speakers as they interpret what these finding mean for RIA firms, client success, and the future of financial planning.
Featured Speakers
Heather Rosato is an experienced marketing and communications strategist with 25 years of experience helping founders, CEOs and executive teams build their brands and grow their companies.
Prior to joining DPL, Ms. Rosato was a consultant to numerous technology startups in digital health, ecommerce, fintech and other verticals. Previously, she served as managing director of The Oysterhouse Group, where she worked with DPL Founder David Lau developing strategies for new initiatives within leading financial services companies, and as vice president of advertising at E*Trade Bank and its predecessor Telebank, the first pure play internet bank.
Earlier in her career, Ms. Rosato had roles developing marketing campaigns and building brands at Ogilvy & Mather, MTV Networks and Interface Media Group.
David Blanchett, PhD, is Adjunct Professor of Wealth Management at The American College of Financial Services. A world-renowned thought leader in the fields of wealth management and retirement, Blanchett is a leading contributor to the Wealth Management Certified Professional® (WMCP®) designation program. In addition to his role with The College, Blanchett is the managing director and head of retirement research at QMA, a division of Prudential Financial, and formerly at Morningstar Investment Management, LLC. In his roles, Blanchett works to enhance consulting and investment services and conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement.