This week, David Lau talks with Amit Dogra, President and COO at tru Independence. They discuss tru Independence's unique approach to supporting breakaway advisors and its focus on service excellence. Amit highlights the company's expertise in compliance, technology, and advisor growth strategies. Amit and David also discuss the partnership between DPL and tru Independence and their innovative fee-based annuity solutions. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

How Advisors Transition to Independence

DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices.
*This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.