Transitioning to independence is a journey of evolution for advisory firms. It's a bold step toward greater control, deeper client relationships, and the freedom to build a practice aligned with your values. Yet, navigating this process demands careful planning and unwavering support.
In this episode, Kameron talks with Alex Brueske, Wealth Advisor at B3 Wealth Strategies. Before becoming a wealth advisor, Alex played baseball in college and coached for several years after graduation. His number one lesson as a pitcher was always to have a game plan. He continues to use that methodology when working with clients and strongly believes a solid financial plan will help you navigate life’s curveballs.
Alex talks with Kameron about B3 Wealth Strategies' transition to independence and how DPL Financial Partners' Breakaway Accelerator Program helped them seamlessly move their clients into more improved, cost-efficient retirement income products while growing their firm and AUM. He also highlights the value of DPL's solutions and tools, particularly in annuity and long-term care.
Key Takeaways
- [01:23] - Alex's background and role at B3 Wealth Strategies.
- [02:57] - Why B3 Wealth chose DPL as a valuable partner during its transition.
- [04:59] - The benefits of the Breakaway Accelerator Program.
- [07:04] - Client experiences with DPL's Breakaway Accelerator Program.
- [10:09] - Utilizing DPL for commission-free annuity solutions.
