Advisor Revelations

About Advisor Revelations

DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices. *This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.

Publisher

DPL Financial Partners

Category

business

Language

en

Explicit

No

First episode

4 Feb 2021

Latest episode

21 May 2026

Latest episodes

42 of 124 episodes have a transcript.

1. 

   21 May 2026TRANSCRIPT

   Inside Allworth’s Partnership Model

   David Lau interviews Sara Baker, Executive Vice President of Mergers & Acquisitions at Allworth Financial, about how partnership models drive purposeful RIA growth and reshape advisory firm strategy.

2. 

   30 Apr 2026TRANSCRIPT

   Academic Rigor, Fiduciary Innovation, and the Future of Advice

   This week, David Lau talks with Bryce Skaff, Co-Head of Global Client Group at Dimensional Fund Advisors, about evidence-based investing and how financial science defines modern investment strategies. He shares Dimensional's decades-long philosophy rooted in disciplined investing, academic research, and commitment to improving investor outcomes. From the early days of institutional investors to the modern era of tech-integrated insurance and fee-based annuities, Bryce connects the dots between theory, practice, and real-world financial advice.

3. 

   24 Mar 2026TRANSCRIPT

   How Orion is Meeting Demand for Fee-Based Insurance Solutions

   This week, Kameron McRay talks with George Svagera, Senior Vice President of Institutional Sales at Orion Advisor Solutions. George leads a talented team of sales professionals to deliver Orion's industry-leading technology and wealth management solutions to broker-dealers, banks, trust companies, and custodians. George talks with Kameron about how Orion meets the growing demand for fee-based annuities and insurance. He discusses the integration of DPL's discovery tools into Orion Connect, the launch of Orion's RIA Accelerator program for breakaway advisors, and how firms can transition without sacrificing assets or revenue. George also explains why insurance solutions are becoming a revenue-driving force for modern RIAs and why adding commission-free annuities directly into advisors' workflows is a game-changer for both client outcomes and firm profitability.

Inside a recent episode

Inside Allworth’s Partnership Model

Published 21 May 2026 · Transcript excerpt

[…] But we want to grow with purpose. We want to grow very intentionally and it's going to be all about finding the right partners and empowering our current partners to help more clients. So what we're really focused on is our client experience, really enhancing that. We've invested heavily in tax and accounting, writing tax prep in -house, estate planning in -house. I'm just really continuing to build out all of those ancillary services so that the client really does have a one -stop shop. So we're laser focused on building that out, adding more skill. And we want to be known for having the most talented advisors and having the most talented advanced planning team and support team. […]

Who has been a guest on Advisor Revelations

Names identified in recent episode analyses. Showing up to five guests.

• Sara Baker
• Galen Shaffer
• Brian Saunders
• Brad Mendenhall
• Daniel Crosby

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

15 ratings

Spotify

5.0 / 5

3 ratings

Podcast Authority Score: 54 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

78

Social presence

0

YouTube

0

Engagement

77

Contact Advisor Revelations

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about Advisor Revelations