Risk Management Role in Holistic Financial Planning
Автор: DPL Financial Partners
Загружено: 2026-02-02
Просмотров: 25
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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 planning process without becoming insurance experts. They also share how technology, product innovation, and a partnership with DPL can serve as a roadmap for leaders looking to enhance their clients' experience, increase AUM, and bridge the gap between asset management and protection. Learn more at https://www.dplfp.com/series/advisor-....
This week, Amy Arnett talks with Brad Mendenhall, Executive Vice President for Insurance Solutions at DPL. Brad specializes in the intersection of asset management, financial planning, and risk-based planning, where fiduciary responsibility and holistic client value converge to shape the future of the financial services industry.
Brad and Amy talk about why insurance matters in holistic financial planning and how modern RIAs can integrate it into the planning process without becoming insurance experts. They discuss how technology, product innovation, and a partnership with DPL can serve as a roadmap for leaders looking to enhance their clients' experience, increase AUM, and bridge the gap between asset management and protection.
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