<p>The <a href= "https://www.financial-planning.com/podcast/upgrading-the-advisor-experience-with-amit-dogra-of-tru-independence" target="_blank" rel="noopener">20-year industry veteran</a> breaks down the three elements needed to deliver a truly excellent experience, and explains why the lowercase "T" in his firm's name is so important.</p>

The 20-year industry veteran breaks down the three elements needed to deliver a truly excellent experience, and explains why the lowercase "T" in his firm's name is so important.

<p>The <a href="https://www.financial-planning.com/podcast/upgrading-the-advisor-experience-with-amit-dogra-of-tru-independence" rel="noopener noreferrer">20-year industry veteran</a> breaks down the three elements needed to deliver a truly excellent experience, and explains why the lowercase "T" in his firm's name is so important.</p>

Upgrading the advisor experience, with Amit Dogra of tru Independence

Thoughtful, informed discussions about ideas, trends and developments in wealth management, moderated by Financial Planning editors.

Share Upgrading the advisor experience, with Amit Dogra of tru Independence

Sign up to save your podcasts

Upgrading the advisor experience, with Amit Dogra of tru Independence

Upgrading the advisor experience, with Amit Dogra of tru Independence

More shows like Financial Planning

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

The Financial Planning Podcast