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Amit Dogra on Using Systems Thinking to Solve the Organic Growth Problem
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…
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