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Recent Episodes
S7E59 Inside Allworth’s Partnership Model
This week, David Lau talks with Sara Baker, Executive Vice President of Mergers & Acquisitions at Allworth Financial, about partnership models, RIA growth, and what it takes to build a modern…
S7E58 Academic Rigor, Fiduciary Innovation, and the Future of Advice
This week, David Lau talks with Bryce Skaff, Co-Head of the Global Client Group at Dimensional Fund Advisors. Since 1998, Bryce has played a key role in shaping Dimensional’s client experience,…
S6E57 How Orion is Meeting Demand for Fee-Based Insurance Solutions
This week, Kameron McRay talks with George Svagera, Senior Vice President of Institutional Sales at Orion Advisor Solutions. George leads a talented team of sales professionals to deliver Orion's…
S6E56 The Macro Forces Reshaping Retirement
This week, David Lau talks with Galen Shaffer, Principal at Eos Venture Partners, about the macro forces reshaping retirement. Galen offers a rare inside view into how insurers think about annuities,…
S6E55 The RIA Landscape from a Private Equity Perspective
This week, David Lau talks with Brian Saunders, Managing Director and Head of Private Equity at Atlas Merchant Capital, about how private equity investors are adopting innovation across financial…
S6E54 Rethinking the Annuity Paradigm
This week, David Lau talks with Tom Smith, Chief Growth Officer at DPL Financial Partners, about the evolution of the 401(k) market and the current shift toward commission-free, advisory insurance.…
S6E53 Risk Management's Role in Holistic Financial Planning
This week, Amy Arnett talks with Brad Mendenhall, Executive Vice President for Insurance Solutions at DPL. They discuss why insurance matters in holistic financial planning and how modern RIAs can…
S6E52 Solving the Income Gap with Modern Annuities
This week, David Lau talks with Tom McCarthy, Chief Distribution Officer at DPL Financial Partners, about the evolution of the advice model, industry stigmas, and how commission-free annuities can be…
S5E51 Best of 2025: Episode 2 - Annuities and the Planning Process
In this “Best of 2025” episode, David Lau brings together Daniel Crosby, Matt Regan, and John Thiel to explore how annuities fit into modern financial planning—bridging behavioral finance, retirement…
S5E50 Best of 2025: Episode 1 - Growth Opportunities for RIAs
In this special “Best of 2025” episode, David Lau David Lau revisits powerful insights from John Thiel, Matt Regan, and Megan Carpenter on the evolving RIA landscape. Together, they unpack…
S5E49 How DPL Supported a Firm’s Journey from Breakaway to Enterprise.
This week, Patrick Perry, Regional Vice President of Member Success at DPL, talks with Sam Marrella, Regional Director at Apella Wealth. Sam shares the story of how his family firm successfully…
S5E48 The One Big Beautiful Bill Act: Tax implications for individuals, businesses, and estates
This week, Amy Arnett, VP of Insurance Solutions at DPL, talks with Carma McCallie, VP of Advanced Sales at Crump Life Insurance, about the One Big Beautiful Bill Act (OBBBA) and its tax implications…
S5E47 Leveraging DPL’s technology to guide the path to independence
This week, Michael Carmody, VP of National Accounts at DPL Financial Partners, talks with Raymond Gettins, Director at United Advisor Group (UAG), about what true independence really looks like for…
S5E46 Marketing That Moves the Needle: Building Real Growth Engines for RIAs
This week, DPL Founder & CEO David Lau talks with Megan Carpenter, CEO & Co-Founder of Ficomm Partners. They discuss why marketing is no longer a "nice to have" but a core business function.…
S5E45 Engaging clients about why annuities make sense for financial planning
This week, Patrick Perry, RVP of Member Success at DPL, talks with Joseph (Jody) Goss, Managing Partner and Private Wealth Advisor at William Joseph Capital Management. Jody shares about how…
S5E44 The Alliance Advantage: the Power of Partnerships in an M&A Strategy
This week, Ross McGoodwin talks with Andrew Gearhart, Partner and Wealth Advisor at Waverly Advisors. Together, they discuss Waverly’s explosive growth, its M&A strategy, and how partnerships…
S5E43 How DPL Champions Member Success
This week, Jonathan Barth, VP of Member Success, talks with Daylin Huff, RIA Consultant at DPL about what member success truly means to us. Daylin highlights how DPL helps advisors transition from a…
S5E42 Unlocking Growth: How RIAs are Embracing Annuities
This week, Blake Phillips talks with Jackson Bradley, RVP of Member Success at DPL. Together, they discuss why Registered Investment Advisors (RIAs) are increasingly embracing annuities. They explore…
S5E41 Annuity Optimization Strategies
This week, Logan Cheatham talks with Matt Robinson, Internal Consultant at DPL Financial Partners. They unpack how fiduciaries can optimize annuities, reduce costs, and leverage DPL’s tools to…
S5E40 How MYGAs Preserve & Protect Retirement Portfolios
This week, Willie Jones talks with Ross McGoodwin, Regional Vice President of Member Success at DPL Financial Partners. They discuss how MYGAs provide competitive and guaranteed returns for…
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Advisor Revelations has published 123 episodes since February 2021, covering topics in Business, Investing.
Advisor Revelations is currently highly active with new episodes every 2 weeks. Average episode length is 24m.
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