Advisor Revelations
DPL Financial Partners · 123 episodes
DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices. *This podcast is for informational purposes only and should not be relied u
Advisor Revelations is produced by Milemarker Studio as part of the Milemarker Podcasting Network.
Episodes
All 123, newest first.
Inside Allworth’s Partnership Model
· Sara Baker, Executive Vice President
Academic Rigor, Fiduciary Innovation, and the Future of Advice
· Bryce Skaff
How Orion is Meeting Demand for Fee-Based Insurance Solutions
· George Svagera, Senior Vice President
The Macro Forces Reshaping Retirement
· Galen Shaffer
The RIA Landscape from a Private Equity Perspective
· Brian Saunders, Managing Director
Rethinking the Annuity Paradigm
· Tom Smith, Chief Growth
Risk Management's Role in Holistic Financial Planning
· Brad Mendenhall, Executive Vice President
Solving the Income Gap with Modern Annuities
· Tom McCarthy, Chief Distribution
Best of 2025: Episode 2 - Annuities and the Planning Process
Best of 2025: Episode 1 - Growth Opportunities for RIAs
How DPL Supported a Firm’s Journey from Breakaway to Enterprise.
· Sam Marrella, Regional Director
The One Big Beautiful Bill Act: Tax implications for individuals, businesses, and estates
· Carma McCallie
Leveraging DPL’s technology to guide the path to independence
· Raymond Gettins
Marketing That Moves the Needle: Building Real Growth Engines for RIAs
· Megan Carpenter
Engaging clients about why annuities make sense for financial planning
The Alliance Advantage: the Power of Partnerships in an M&A Strategy
· Andrew Gearhart
How DPL Champions Member Success
· Daylin Huff, RIA Consultant
Unlocking Growth: How RIAs are Embracing Annuities
· Jackson Bradley
Annuity Optimization Strategies
· Matt Robinson, Internal Consultant
How MYGAs Preserve & Protect Retirement Portfolios
· Ross McGoodwin, Regional Vice President
Fostering Trust Between Advisors & Clients with John Thiel.
· John Thiel, Executive Chairman
How Commission-Free Annuities Are Winning Over RIAs
· Sam Johnson, Vice President
How Annuities Can Help Protect Principal in Retirement
· Brennan Decima, Managing Director
The Intersection of Psychology and Finance
· Daniel Crosby, Chief Behavioral
Protecting Income from Disability Risks
· Angel Melgoza
How Annuities Can Help Bridge the Social Security Gap
What You Need to Know About Lifetime Income
Smart Growth for Independent Advisors
· Matt Regan
The Risks and Benefits of RILAs
MYGA Ladders
· DPL Internal Consultant
The New Age of Annuities
Spending Trends in Retirement
Planning for Annuity Utilization in 2025
Lifetime Income and Long-Term Care Enhancements
How Annuities Can Secure Your Retirement
The Roth IRA Advantage: Building Tax-Free Wealth for Life
· John Watson, Internal Sales Consultant
Maximizing Estate Exemptions and Wealth Transfer Opportunities
· Bret Riddle, Senior Advanced Design
Simplifying Insurance Planning
· Jack Csenge
Bellwether Wealth's Journey to Independent RIA with Kim Miranda and Kayla Van Dyke
· Kim Miranda, Kayla Van Dyke, Chief Operating
Creating Community through Partnerships
· Natalie Wolfsen
Protecting Client Wealth
· Tyler Caummisar
The Importance of Tax Management in Retirement Planning
· Jack Sharry, Chief Growth
Creating a Stable Retirement Income
· John Watson, Internal Sales Consultant
Maximizing Retirement Income in a High-Interest Rate Environment
· Daniel Kopp
How the Department of Labor’s New Fiduciary Rule Impacts Insurers
· Fred Reish
Elevating Retirement Planning with DPL + Orion
· Edison Byzyka
How Advisors Transition to Independence
· Matt Grillo
Helping Breakaway Advisors Become Truly Independent
· Amit Dogra
Advanced Planning Strategies for High-Net-Worth Clients
· Nick Robb
The Department of Labor's New Rule on Retirement Security
· Micah Hauptman
Investing During Election Years
Exploring Options and Strategies in Long-Term Care
The Future of Annuities in the RIA Industry
· Michael Kitces
The Difference Between Modern Annuities and Pensions
New Tools and RIA Trends with Bob Veres
· Bob Veres
Six Reasons to Use a Fee-Based Annuity
The Benefits of Registered Index-Linked Annuities (RILAs)
Making the Transition to Independence Easy with DPL
· Alex Brueske
Navigating Commission-Free Solutions and Strategies in the Annuity Market
· Blake Reitnauer, RIA Consultant
Determining Your Clients' Retirement Income Style
How Advisors Apply Long-Term Care Strategies in Plans
· Thomas Dettre
Transitioning to an RIA Made Easy with Annuities
· Scott Marquardt
Industry Trends & Innovation with Chip Roame
· Chip Roame
How Advisors Can Use Tax-Saving Strategies to Maximize Retirement Income
· Patrick Perry
How Annuities Can Redefine Your Retirement Journey with Jonathan Clements
· Jonathan Clements
How to Effectively Use Annuities for Legacy Planning
· Nate Johnson, RIA Consultant
Not Settling for Less: How Commission-Free Insurance Can Generate More Yield Than Traditional Fixed Income
How Advisors Use Best-In-Class Insurance Solutions in Client Portfolios
· Amy Arnett
How No-Load Annuities Can Combat Inefficiencies of the 4% Rule
· John Watson, Internal Sales Consultant
The Evolution of Advisory Fees in the Annuity Industry
· DPL's Regional Vice
How Our Advisors Impact Product & Technology Innovation at DPL
· Sam Johnson
How No-Load Annuities Can Address Income & Revive Dead Assets
· Brock Eson
How Fee-Based Annuities Can Help Diversify Retirement Income
· John Watson, Internal Sales Consultant
How Annuities Can Provide Guaranteed Income and Client Peace of Mind
Utilizing RISA to Create Value for Existing & Prospective Clients
· Joe Flinner
Competitive Advantages DPL Membership Can Bring Fee-Based RIAs
· Martin Nitzken, Membership Consultant
How Technology Integration & Automation Can Scale Your Fee-Based Practice
Exploring Low-Cost, Diversified Strategies for Retirement Income
· Leslie Grant, Lead RIA Consultant
How to Keep Your Book & Accelerate Your Transition to Independence
· Matthew Liebman
How Taxes and Fee-Based Annuities Can Work Together to Improve Client Outcomes
· Jackson Bradley
How Advisors Use MYGAs to Retain AUM in a Rising Interest Rate Environment
· Nate Johnson
3 Strategies that Create Peace of Mind for Your Clients' Retirement
Using Annuities to Help Retirees Secure Guaranteed Income in an Inflationary Environment
· Robert Witt
How RIAs Can Use Fee-Based Annuities to Help Generate Guaranteed Income in Retirement
How Annuities Solve for Retirement Income in a Changing Rate Environment
How to Navigate the Market in 2023 with New Strategies
· Jonathan Barth, DPL's Regional Vice
How Black Diamond Advisors Leverage the Advent Insurance Marketplace Powered by DPL
· Colin Day
Technology & the Advisor-Client Relationship
How to Use Registered Index Linked Annuities to Combat Risk in Retirement Portfolios
· Hobby Barndollar
How Advisors Can Improve Client Experience Through DPL Partnership
· Curtis Parry Jr
Using Financial Science for Creative Solutions in Today's Environment
Overcoming Fear of Market Volatility and Uncertainty Through Annuities
Breaking Up with Your Broker Dealer with Brian Hamburger
· David Lau
How to Use No-Load Annuities in Today's Market
How Advisors Use the Retirement Income Style Awareness (RISA) Tool With Clients
Differentiating Your Firm With Commission-Free Annuity Solutions
Annuity Misconceptions- How a Fee-Only Advisor Overcame Them All
· Shannon Stone
How DPL Commission-Free Annuities Can Help with Inflation Risk
· Inflation Risk
How Commission-Free Annuities Can Provide Reliable Retirement Income
· DPL Consultant Kameron
How a Fixed Index Annuity Can Address Long-Term Healthcare Costs
· DPL Consultant Scott
How Breakaway Advisors use Commission-Free Annuities
· Spencer Hall
How to De-Risk with Commission-Free RILAs
· Commission-Free RILAs, RIA Consultant, Ross McGoodwin
Helping Firms Transition Legacy Annuities
Going Independent: How DPL's Tools Help Advisors Break Away
· Nick Mohlmann, Ross Fedenia
MYGAS: A Successful Solve for Rising Interest Rates
Annuities Are No Longer a Four-Letter Word
Improving 401K plans with Commission-Free annuities
How Black Diamond Firms Incorporate Insurance with DPL
· Rob Santos
How to strategically use a MYGA in retirement planning
· Nola Kulig
How to Strategically Repurpose Annuities for Income With DPL
Leveraging DPL to Attract Advisors and AUM
· Russ Reinhart
How to Use Fixed Index Annuities as a Fixed Income Allocation
Expanding Your Advisory Toolkit with Commission-Free Annuities
· Commission-Free Annuities
How DPL Takes the Load off RIA's
Not Your Father's Insurance Products
Hidden Gems: A Win-Win for Clients and AUM
How to Talk to Clients About Insurance
· Echo Huang
Benefits of Modeling Annuities for Clients
How Commission-Free Annuities Fit in Financial Plans
Risky Behavior: How to Mitigate Risk in Clients’ Portfolios
Using Technology to Benefit Your Firm and Clients
Breaking Away: Why Now and How
Empowering Clients Through Transparency & Trust
Want a show like Advisor Revelations for your firm?
Same team, same pipeline. Tell us how many advisors you're marketing and we'll tell you what it would look like.
Prefer email? hello@milemarker.co