“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