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 numbers
How advisors need to up their marketing game
Why a Virtual/Remote presence is so important and the future of the profession
How to attract new advisors into the industry with Brain Incentives
Why most Succession Plans are just AUM Grabs
Advisors are Entrepreneurs
And lots more!

Resources:

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Are financial professionals stuck between self-interest and best interest advice? featuring Amit Dogra