『RIA Confidential - The Biggest Fear About Going Independent, and Why It’s Flat-Out Wrong』のカバーアート

RIA Confidential - The Biggest Fear About Going Independent, and Why It’s Flat-Out Wrong

RIA Confidential - The Biggest Fear About Going Independent, and Why It’s Flat-Out Wrong

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 Busting Advisors' Biggest Fear about Going Independent! the Insurance & Annuity Myth: What Advisors Need to Know About Independence!

One of the biggest misconceptions keeping advisors from exploring independence is the belief that leaving a broker-dealer means losing access to insurance and annuity solutions. In this eye-opening joint episode of RIA Confidential, host Ray sits down with of Mike and Hunter from DPL Financial Partners to unpack the truth behind that myth: How fee-based insurance platforms are transforming the landscape for independent advisors.

In this episode, you’ll discover:
  • How independent advisors maintain and even expand access to insurance and annuity solutions
  • The rise of commission-free, client-first protection products
  • How DPL’s model integrates seamlessly into the RIA ecosystem
  • Real-world examples of advisors who made the shift successfully
Whether you’re considering independence or simply want to future-proof your business model, this conversation cuts through the confusion and delivers practical insight every advisor needs to hear.

Tune in, take notes, and discover how independence can actually expand your capabilities, not limit them.

About the Series:
RIA Confidential — Your Source for the Truth About Going RIA — is produced by BraveHeartsTV in collaboration with United Advisor Group, and Beneficial Business Solutions. Featuring real conversations with advisors, thought leaders, and industry partners helping shape the next era of advisor independence. Disclaimer:

United Advisor Group ("UAG"), is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. UAG, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.

Episode Footer - Ready to take control of your future?
  • Run the numbers with the free RIA Calculator at RIACalculator.org
  • Connect with us on LinkedIn at RIA Confidential Podcast
  • Book a confidential call with Ray at RIAMentor.com
  • Visit our website: RIAConfidential.com
Because you don’t have to be caught in the shuffle. You can write your own story.
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