Advertise on podcast: Advisor Revelations

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 integrate it into the planning process without becoming insurance experts. They also share how technology, product innovation, and a partnership with DPL can serve as a roadmap for leaders looking to enhance their clients' experience, increase AUM, and bridge the gap between asset management and protection. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

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 powerful income differentiators for RIAs. From his early fight to shift from a commission-based to a fee-only model, Tom shares his journey from fee-based startups to the explosion of the RIA channel. He also discusses how technology and strategic partnerships enable financial advisors to provide holistic financial well-being rather than just stock picking. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

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 income, and risk management to help advisors build plans clients can actually stick with. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast

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 consolidation, succession challenges, organic growth strategies, and why modern advisory firms must treat marketing as a measurable engine—not just brand awareness. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

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 transitioned from a broker-dealer to an independent RIA. He discusses the significant role that DPL's technology and commission-free annuity platform played in streamlining their process, enhancing the client experience, and enabling a powerful alignment of interests that fuels trust and organic growth. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

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 for individuals, businesses, and estates. Carma breaks down the key provisions, what has changed, what has stayed the same, and how to turn this new tax landscape into planning opportunities. From charitable deductions and estate exemptions to life insurance, Carma emphasizes the importance of a cohesive team of financial professionals to navigate the nuances of the law. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

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 financial advisors. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

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. Meg also explores the importance of intentional marketing as a commitment and long-term investment, how repeatable and scalable organic growth is a significant factor in maximizing enterprise valuation, and the trends and opportunities for smaller, entrepreneurial firms. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

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.

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 with DPL enhance holistic financial planning. They explore integrating annuities and insurance into a fiduciary model, the role of technology, and why culture is central to building sustainable advisor platforms. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

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 broker-dealer arrangement to an advisory model and provides solutions to seamlessly integrate legacy annuity books. He also shares common pain points of breakaway advisors and how DPL's innovative solutions address them. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

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 what's driving this shift and how firms like DPL are helping to rewrite the annuity narrative. Jackson also shares real-world insights on RILAs and how DPL provides the support, resources, and technology to help RIA firms confidently integrate annuities into their fiduciary frameworks. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

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 deliver greater value for clients.. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

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 retirement savers. Ross also highlights how these straightforward, fixed annuities provide a stable anchor in retirement and complement other fixed-income strategies. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

This week, David Lau talks with John Thiel, Founder and Executive Chairman of Indivisible Partners. They explore the evolution of financial advising, client-centric service, risk management, and building an innovative, advisor-owned RIA platform designed for growth, customization, and long-term client impact. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.