Evolving Your Practice and Selecting a Platform Partner
Listen now
Description
Amit Dogra is President and COO of tru Independence, a platform that helps financial advisors optimize their independence with guidance, expertise and support. In this episode, we go deep into the continually evolving financial advisory landscape, the trends Amit sees now, and some very good advice for what advisors should be thinking about, from asset growth to succession planning.
More Episodes
Jonathan Foster, President and CEO at Angeles Wealth Management, has a created a stratgic vision for his firm that taps into his deep understanding of family wealth dynamics and the unique wealth management needs of ultra-high-net worth families and individuals. As co-founder of Angeles Wealth,...
Published 10/24/24
Michael Kitces needs no introduction. One of the foremost voices in the industry, he's a financial planner in his role at Buckingham Wealth, and also a commentator, speaker, blogger, podcaster and educator. From Kitces.com, to his Nerds' Eye View blog and Advisor Success podcast, Michael leads...
Published 10/15/24
Published 10/15/24