In this episode of Advisor Revelations, David Lau talks with Amit Dogra, President and COO at tru Independence. Amit is passionate about driving growth in financial services and has been actively involved in the investment industry for nearly 25 years. In his role, Amit focuses on how to better serve the tru Independence community of advisors while also driving the growth and profitability of the firm. He is a recognized executive and thought leader in financial services, and he uses that experience to aid advisors in their business lifecycles.
Amit talks with David about 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 growth strategies for advisors. Amit also discusses the partnership between DPL and tru Independence and their innovative solutions for transitioning annuities to a fee-based model.
Key Takeaways
- [01:24] - Introduction to Amit Dogra and why advisors choose tru Independence.
- [03:42] - Identifying the types of advisors that are a good fit for tru Independence.
- [05:43] - Advisor’s most common questions when connecting to tru Independence.
- [06:44] - An overview of tru Independence’s comprehensive support services.
- [08:58] - How tru Independence provides tech support to advisors.
- [11:49] - Insights into the partnership between DPL and tru Independence.
- [14:26] - What’s next for tru Independence.
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