Between Now And Success

Guest: Amit Dogra, President and COO of tru Independence. tru offers an open architecture platform that provides a full suite of services that advisors need to manage and grow their business effectively. In a Nutshell: In 2022, I crunched the numbers from Charles Schwab’s 2022 RIA Benchmarking Study and spotted an alarming trend: net organic revenue growth is almost non-existent in our industry. Solving that problem isn’t just a matter of running a better marketing campaign or asking clients for more referrals. It requires an understanding that every facet of your organization is interconnected and must be thoughtfully designed to support and reinforce your ultimate aim. Amit Dogra and I discuss: Six specific areas that leaders need to focus on to build a highly functional, growth-minded firm. The relationship between total client experience and organic growth. Using your Why Story to enhance your culture and deepen your connection to employees and clients. The question tru Independence is asking itself as i