Helping Breakaway Advisors Become Truly Independent

18/06/2024 17 min Temporada 4 Episodio 12
Helping Breakaway Advisors Become Truly Independent

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Episode Synopsis

This week, David Lau talks with Amit Dogra, President and COO at tru Independence. They discuss tru Independence's unique approach to supporting breakaway advisors and its focus on service excellence. Amit highlights the company's expertise in compliance, technology, and advisor growth strategies. Amit and David also discuss the partnership between DPL and tru Independence and their innovative fee-based annuity solutions. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.