This week, Kameron McRay talks with Edison Byzyka, Chief Investment Officer at Credent Wealth Management. They discuss how Credent Wealth Management utilizes DPL tools to implement commission-free annuities, how the firm works with RIA firms to create holistic retirement plans, and how to move clients into better price solutions and strategies for fixed-income alternatives. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
PodQuest PodQuest Podcast Discovery Engine