Strengthening Your Service Offering: The Role of Annuities
Managing Your Practice · Dimensional Fund Advisors
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Show Notes
How can advisors better meet their clients' needs and preferences when it comes to insurance and annuities? In the first episode of a new miniseries exploring the key services advisors can offer to strengthen their practice, Head of Practice Management Catherine Williams sits down with DPL Financial Partners Founder and CEO David Lau. They discuss what DPL is doing in the insurance space, dispel common misconceptions about annuities, and challenge advisors to think more critically about how these tools fit into a holistic client offering.