Shownotes Transcript
In this episode, DPL’s Willie Jones chats with Nick Mohlmann and Ross Fedenia of Atlatl Advisers to discuss what “ah-hah moment” prompted their move away from a wirehouse and toward an independent firm, how DPL helped educate the two on Commission-Free solutions, how Atlatl used technology to help their breakaway journey and the invaluable advice they have for advisors struggling to embrace annuities and make the move toward an independent firm.
Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
Key Takeaways
[00:30] - An introduction to Nick Mohlmann and Ross Fedenia.
[03:21] - What going independent meant for Ross and Nick and what “ah-hah” moment solidified their decision.
[05:37] - What Nick and Ross wish they knew before going independent.
[07:59] - How DPL helped Nick and Ross look at annuity cases and find alternatives to commission-free solutions.
[13:26] - Why DPL’s annuity comparison calculator is so valuable.
[16:41] - What the annuities and the fee-only landscape was like before working with DPL.
[18:06] - Strategies, products, and services Nick and Ross have implemented since working with DPL.
[22:37] - What advice Nick and Ross have for advisors looking to go independent and the top benefits for clients and advisors alike.
[25:58] - What Ross and Nick would say to advisors still on the fence about annuities.