In this episode, DPL Regional Vice President Jackson Bradley talks with Kim Miranda, Chief Operating Officer, and Kayla Van Dyke, Client Service Manager at Bellwether Wealth. Kim and Kayla share their experience transitioning from a broker-dealer to an independent RIA. They discuss the challenges they encountered, the operational and strategic decisions involved, and how DPL's support, including their robust customer service and advanced technology, facilitated a smoother transition.
When transitioning clients' annuity assets, advisors want the peace of mind of knowing they are in capable hands. DPL's Breakaway Accelerator Program is a comprehensive and supportive program designed to help...