Breaking Up with Your Broker Dealer with Brian Hamburger

06/09/2022 41 min Temporada 2 Episodio 25
Breaking Up with Your Broker Dealer with Brian Hamburger

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Episode Synopsis

This new segment, A Day at DPL, now part of the Advisor Revelations podcast, is a thought leadership and education-based interview with DPL's founder and CEO, David Lau, and a special guest. You'll hear from industry leaders, academics, CEO's, and other finance professionals focused on helping RIAs get to the next level in their business.In this interview, Founder and President of MarketCounsel, Brian Hamburger, and DPL's Founder and CEO, David Lau, discuss best-practices during the height of the pandemic and post-pandemic, ways to remain a leader in the industry, and current trends for Breakaway firms.