Transitioning to the independent RIA business model is the most consequential decision advisors will make in their career. A successful outcome requires choosing the right partner. That means identifying a good cultural fit, the right technology, and an open-architecture platform that affords access to the investment products that best meet a client’s needs. - Here are some additional resources to learn more about tru Independence: The tru Independence website Amit Dogra on LinkedIn An interview with Amit about the role of compliance in an advisory practice A video interview with Amit about the outlook for advisor M&A in 2023 Introducing AP Premium! Download and brand thousands of articles, summaries & commentaries in minutes. Unlock Premium today and receive $10 off your first monthly or annual payment with promo code PODCAST2022.

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