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We are a growing and transforming the advisor community

Action! is an information hub designed by some of the best minds in the industry offering insights across critical areas of the advisory business

Action! Leaders Group

The diverse collection of leaders in the
wealth management technology space
guiding Action! Magazine

Amit Dogra
Amit Dogra Action! Leaders Group
tru Independence
President & Chief Operating Officer
April Rudin
April Rudin Action! Leaders Group
The Rudin Group
Founder & CEO
Brian Hamburger
Brian Hamburger Action! Leaders Group
MarketCounsel | HamburgerLaw
President & CEO
Doug  Fritz
Doug Fritz Action! Leaders Group
F2 Strategy
Co-Founder and CEO
Frank Paré
Frank Paré Action! Leaders Group
PF Wealth Management Group
Marie Swift
Marie Swift Action! Leaders Group
Impact Communications
President and CEO

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Advisor Engine Community

We’re all in this together. Join our community of wealth management leaders. Learn what they do to succeed and how they overcome the same challenges you face. 

Action! The Magazine

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Learn about the forces of change at work in wealth management, and how to prepare your business for these evolving challenges.