Monish Verma

Monish Verma, CEO of Vardhan Wealth Management, specializes in alternative investments for high-net-worth clients. In this discussion, he reveals how educating prospects leads to trust and retention. He emphasizes the importance of a tailored approach to investments and client communication, fostering long-lasting relationships. Monish shares insights on navigating client referrals and maintaining confidentiality, as well as the significant shift from wirehouses to independent practices to better serve client needs and build meaningful connections.