Ross McGoodwin

Ross McGoodwin works tirelessly to share his knowledge of insurance products—how they're built, how they work—with RIAs, helping them find solutions that deliver greater value to their clients. Before joining DPL Financial Partners, Ross distributed insurance products for three years in the RIA channel. He holds his Series 6 and 63, and his Kentucky Life Insurance License.

Ross McGoodwin
Insights on Providing Holistic Financial Advice in Wealth Management

Jan 3, 2023 • 35 minutes

Insights on Providing Holistic Financial Advice in Wealth Management

Experts advise on how having the right technology in place for scaling financial planning and insurance and annuities help advisors create a holistic wealth management experience for their clients.

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