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The Model FA

Apr 20, 2020

My guest today is Jim Palumbo. Jim is a veteran of the financial services industry, with more than 25 years of experience in creating and managing organizations that grow and preserve wealth. 

In this conversation, Jim explores different options that are available to today’s advisors who are looking for a path to...

Apr 13, 2020

David is the Founder and Chief Executive Officer of DPL Financial Partners, a network that connects Registered Investment Advisors and fee-based advisory channels with insurance solutions from the nation’s top carriers. 

David started DPL with an idea to distribute variable annuities through RIAs and...

Apr 6, 2020

In this conversation, we discuss the Virtual Advisor System that Derek created to empower more advisors to grow their businesses in today's digital ecosystem. Derek’s own practice is location independent, and after having to figure things out for himself the hard way, he’s teaching other advisors how to tap into...