Advisor Revelations

Author: DPL Financial Partners

DPLs popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPLs team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices. *This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.
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Language: en-us

Genres: Business, Investing

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Engaging clients about why annuities make sense for financial planning
Episode 45
Tuesday, 7 October, 2025

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 partnering with DPL helps their clients better understand the value of annuities, delivers holistic planning solutions, and supports advisors in the transition to independence. He highlights how DPL provides the expertise, technology, and marketing materials needed to make the transition from broker-dealer to independence seamless. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.