Hosted by DPL Financial Partners · 🇺🇸 US · EN-US · 123 episodes
Established thought leaders with verified media credentials.
DPL’s 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, DPL’s 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.
DPL Financial Partners hosts Advisor Revelations, a business show with 123 episodes published.
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 advisory firm. Sara discusse
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, leading teams and initiati
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 industry-leading technol
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, innovation, and the
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 services and why infrast
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. From deconstructing ou
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 p
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 diff
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 man
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 chall
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
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, bus
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. Le
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 importa
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 the
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 fi
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 arrange
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
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 c
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 h
Tom Smith
co-founder and chief revenue officer · Massachusetts Rock Cover band 1 Ought 9
1 appearance on this show
Tom McCarthy
Chief Distribution Officer · DPL Financial Partners
1 appearance on this show
Daniel Crosby
psychologist, behavioural finance expert, New York Times bestselling author · Orion Advisor Solutions
1 appearance on this show
Matt Robinson
filmmaker, storyteller, founder of 38109 Village · DPL Financial Partners
1 appearance on this show
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Advisor Revelations is hosted by DPL Financial Partners. The show is categorised under business (investing) and has published 123 episodes.
Advisor Revelations has published 123 episodes.
Advisor Revelations regularly covers business, investing. It sits in the business category, with a investing focus.
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Advisor Revelations hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Advisor Revelations average 25 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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