Financial Planning Podcast featuring tru Independence

    by | Aug 31, 2023

    “We don't look at ourselves as a business development company. We look at ourselves as a service delivery, service excellence company, and we invite everyone else to join in that crusade as we move forward.”

    Our President, Amit Dogra, recently spoke with Justin Mack for the Financial Planning Podcast to discuss the need for upgrading the advisor experience in the wealth management industry, and how we’re working to do just that.

    To hear more about what advisor’s want from their technology, listen to the podcast in its entirety here:

    Upgrading the advisor experience with Amit Dogra of tru Independence

    About the author

    Max Camp, CIMA, Director of Advisor Experience
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    Max Camp serves as the Director of Advisor Experience at tru Independence. In his role he supports the firm's business development, marketing, vendor relationships and ongoing advisor experience offering. Before tru, he spent 2 years at Orion Advisor Solutions as Director of Sales Strategy & Analytics, and before that, 8 years as an Investment Consultant at Brinker Capital Investments. Max attended the University of Delaware. He now calls the suburbs of Philadelphia his home, where he lives with his 1-year old Son and 3-year old Golden Retriever. While getting a well deserved dad day off, you can find Max at a Philadelphia sporting event, on the golf course, or working on his tennis game.

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