Amit Dogra is nothing if he isn’t passionate! For Amit’s early days at HighTower to now running TruIndependence he’s had an interesting journey that’s led him to some strong beliefs on how we can improve our profession. Join us for a fun and passionate conversation!
Amit, Adam & Derek discuss:
Why advisors are leaving mainstream firms in record numbersHow advisors need to up their marketing gameWhy a Virtual/Remote presence is so important and the future of the professionHow to attract new advisors into the industry with Brain IncentivesWhy most Succession Plans are just AUM GrabsAdvisors are EntrepreneursAnd lots more!
Resources:
Connect with Amit on LinkedInFollow Amit on TwitterCheck out TruIndependenceFollow RethinkFA on LinkedInApply to be a guest on the RethinkFA Think Tank
Connect With Adam Holt:
Schedule an Asset-Map
[email protected] 888-664-8850Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map
Connect With Derek Notman:
Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: Conneqtor YouTube: Derek Notman
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