About This Episode
https://www.youtube.com/watch?v=SB0xO89gzfY Amit Dogra: Amit is an executive with over 25 years of experience in helping investment advisors, FinTech firms, Family Offices and wirehouse firms grow through business leadership, practice management, service delivery, investment management, business development and relationship management. Amit has broad experience in working with Registered Investment Advisors (RIAs), Independent Broker Dealers, Wirehouses, Private Banks, Family Offices and Trust Companies. Meet Roger:
Having spent twenty-five years himself as a financial advisor at Hambrecht & Quist, UBS PWM, and Credit Suisse, Mr. Gershman brings a unique perspective to the recruiting and consulting world of financial advisors. With this real-life experience, he now runs the family consulting firm his father founded 40 years ago who also was an advisor at Merrill Lynch for 25 years.
Now as CEO of The Gershman Group, his reputation is exceptional throughout the wealth management industry including many of today’s largest Barron’s and Forbes teams and is also highly regarded with leadership throughout Wall Street including large and small banks, boutiques and independents. Roger is widely published via Podcasts, private white papers, and quoted and published articles in Advisor Hub, BrokerChalk, Forbes and Barron’s amongst many others.
In today's podcast, they discuss the shift in the industry toward independence.
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