Shownotes Transcript
The emergence of digital platforms and new technologies has transformed the way advisory firms operate and serve their clients. This shift has not only made it easier for advisors to streamline their workflows and improve their efficiency but also enabled them to provide better services to their clients.
In this episode, DPL's Regional VP Ross McGoodwin talks with Martin Nitzken, Membership Consultant at DPL Financial Partners. Before joining DPL, Martin worked in orthopedics, where he discovered his passion for improving personal health and security. Pivoting to the financial sector, he has joined DPL to assist member firms in organically growing their AUM while implementing greater outcomes for their clients.
With DPL Membership being a game-changer for clients and advisory firms, Ross and Martin talk about how advisors can take advantage of the membership to access cutting-edge tools and technology to grow their firms.
Key Takeaways
- [01:20] - An overview of Martin's role at DPL.
- [04:02] - How Martin helps advisors provide a holistic service to their clients.
- [06:39] - How advisors can use the DPL platform to grow their Assets Under Management (AUM).
- [07:54] - What growth looks like for firms using the DPL platform.
- [09:16] - How the AIM's Breakaway Accelerator Program works.
- [11:49] - How DPL leverages technology to help advisors.
- [15:42] - What Black Diamond and DPL's partnership looks like.
- [18:08] - How advisors use Retirement Income Style Awareness (RISA) in their planning process.
- [19:28] - How DPL has changed its approach to life insurance.
- [21:04] - The typical journey for anyone who wants to join DPL.
- [23:43] - What makes DPL membership a good opportunity for 2023?
- [25:50] - The current state of guaranteed income.