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:

• Connect with Amit on LinkedIn
• Follow Amit on Twitter
• Check out TruIndependence
• Follow RethinkFA on LinkedIn
• Apply to be a guest on the RethinkFA Think Tank

Connect With Adam Holt:

• Schedule an Asset-Map Demo
• [email protected] 
• 888-664-8850
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map
• YouTube: Asset-Map 

Connect With Derek Notman:

• Schedule a Call with Derek
• Conneqtor
• LinkedIn: Derek Notman
• LinkedIn: Conneqtor 
• Twitter: Derek Notman
• Twitter: Conneqtor
• Facebook: Conneqtor 
• YouTube: Derek Notman 

Hosted on Acast. See acast.com/privacy for more information.