The Advisor Lab by CION

Episode 117: Evolving Your Practice and Selecting a Platform Partner


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Amit Dogra is President and COO of tru Independence, a platform that helps financial advisors optimize their independence with guidance, expertise and support. In this episode, we go deep into the continually evolving financial advisory landscape, the trends Amit sees now, and some very good advice for what advisors should be thinking about, from asset growth to succession planning.

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The Advisor Lab by CIONBy CION Investments

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