In today’s episode, Tommy talks with David Lau, Founder, and CEO of DPL Financial Partners.
David is a leader and an innovator in the financial services industry. He has a stellar track record in financial services and has made a name in the realm of internet banking. One of his best contributions has been eliminating the commission on annuities, making them more affordable and accessible.
David talks with Tommy about the impact of commission-free annuities, the psychology of choice, and the truth about financial advice.
[09:50] - “Look at the way things are done within financial services and ask, why is it that way? Can't we improve? How do we bring better value to the end customer? Because if you can do that and you can execute well, you're going to build a successful business.” - David Lau
Main Takeaways