
Upgrading the advisor experience, with Amit Dogra of tru Independence
Julien Dimitri Rigon
30 min
Business & Finance
Description
<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>
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Upgrading the advisor experience, with Amit Dogra of tru Independence
Julien Dimitri Rigon