tru Independence, a $9 billion national independent advisory partnership platform that acts as the fiduciary to fiduciary advisors by providing financial advisors with choice in how they choose their independence, kicks off its inaugural annual advisor summit, Canvas 2022 today in Nashville, Tennessee.
Canvas 2022 is an entirely advisor-led and advisor-driven event, it promises to be two days of engagement and collaboration with like-minded advisors gathering to share best practices, gain inspiration and find fresh ideas, technology, investment strategies and processes that can shape the future of their firms.
Zachary Morris, CFP®, Managing Partner of Paces Ferry Wealth Advisors; Les Watson, CFP®, Managing Director of Wealth Solutions at YellowWood Wealth Solutions; Brendan Connaughton, ChE, Managing Partner of Catalyst Private Wealth; Jason Bratt, Partner at NBC Capital Advisors and Daniel Hare, CRPC®, CPFA®, Co-Founder of Elevatus Wealth Management, helped organize the event in conjunction with the tru Independence leadership team.
“The level of engagement and participation among our advisors leading up to Canvas 2022 has been astounding. In ‘tru’ entrepreneurial fashion, they have been vital in designing and curating the conference,” said President & COO of tru Independence Amit Dogra. “As the fiduciary’s fiduciary, we are elated to be able to bring our incredible advisors and teams together from over 25 firms across 11 states to collaborate and share best practices face-to-face this October.”
The conference kicks off with a welcome “splash” encompassing a unique opening exhibit and followed by a series of business optimization sessions. The second day of the conference will feature several small group breakout sessions tackling various issues and challenges facing advisors — including achieving “next-level” growth, business-owner challenges and discussing progressive investment opportunities. The day will also include a business valuation session, where each advisor will get a customized valuation and plan on how to increase enterprise value. Day two will also include a section on innovation, debuting new services and technology being offered by tru.
About tru Independence
Founded in 2014, tru Independence is a leader in delivering independence optimized to established wealth management firms and RIAs seeking to grow their business efficiently and effectively. Drawing upon decades of industry experience, tru Independence provides access to turnkey technology infrastructure, in-house C-suite level personnel, and expert practitioners that specialize in business management and fiduciary responsibility. The breadth and depth of this expertise allow advisors to focus on client services, while tru focuses on being your fiduciary, growth and service excellence partner. For more information, please visit www.tru-ind.com
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