Q50 - How To Offer Insurance Solutions As An RIA?

Transition To RIA Podcast · Sep 23, 2021 · 37m

I'm pleased to report I am now up to episode #50 of my RIA explanatory series!

Ironically, I was once told making such episodes would never work.

Well, after ignoring that advice, turns out people like (and prefer!) genuine educational content. No one wants to be sold to.

Continuing that same theme with episode #50, I was fortunate to be joined by Tim Rembowski of DPL Financial Partners.

Tim and I discuss how one of the common misconceptions about the RIA model is not being able to offer insurance solutions to your clients.

When in fact, there are now purpose-built offerings to support RIA…