DCB Strategies
By: Darren A. Cde Baca
Optimizing Your Professional & Personal Growth
Deliberate Partners
These Deliberate partners below have Decided to take direct action to provide optimized growth strategies for their advisor teams and individuals with DCB Strategies. Together we customize the Decide, Commit and Become curriculum to best achieve their creative and personal goals. These companies have their individual genius and are compelled to leverage their strengths along with creating new actions to reach new results within their industry specialties.
October 2020 - Barron’s & Money Management Institute Awards
FLX Distribution as Winner of the "Financial Industry Disruption Category."
FLX aligns the interests of asset managers, distribution professionals, wealth managers, and advisors. DCB Strategies is offered within FLX's Partners & Solutions value add menu.
Waddell & Reed (WDR) has been serving the financial needs of families, individuals and businesses for more than 80 years. Note as of 4/30/21 Waddell & Reed's advisor segment acquired by LPL Financial.
As an advisor coach for optimizing growth, DCB Strategies was available for WDR's 1100+ financial advisors within their proprietary GPS - Great Practice Solutions Platform.
Summit Financial Group is a comprehensive planning and wealth management firm providing insight and solutions that assist clients with their financial dreams.
DCB Strategies works with Summit's professional financial advisors through monthly Uplift Days and Plug-In meetings.
A Modern Wealth Tech Advisory Firm - Since 1984, providing financial advisors and investors with a dynamic lineup of edge-technology powered investment strategies dedicated to building, managing and preserving wealth for every client.
DCB Strategies is privileged to offer coach with senior leadership and financial advisors.