Are you up on the latest, game-changing trends in the finance industry?
Join this eye-opening conversation with host Doug Heikkinen and guest, David Lau, founder and CEO of DPL Financial Partners. In this episode about top industry trends, they discuss how clients’ view of planning has shifted, why that’s turning advisors’ value propositions upside down, and what must change in the finance industry. In this episode, you will learn:
- Why advisors need to change their value proposition
- What the future holds for RIAs
- About DPL’s role in the industry
- A sneak peek into David’s life
- And much more.
Tune in to discover top industry trends and consider your next move! Related: Failure Is a Step Closer to Succeeding with David Lyon
Presented by Thompson IM Funds, Inc.