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.

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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

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