EPISODE · Oct 19, 2021 · 52 MIN
Motivated by the Long Game: Why a UBS Breakaway Left a Deal Behind for Independence with Summit Financial
from The Diamond Podcast for Financial Advisors · host Mindy Diamond
Monish Verma describes an instructive breakaway journey, from due diligence and decision-making, foregoing an outsized recruiting deal check, opting to sell equity and how his choice to go independent with Summit Financial is resonating today.
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Motivated by the Long Game: Why a UBS Breakaway Left a Deal Behind for Independence with Summit Financial
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