October 19, 2021
Motivated by the Long Game: Why a UBS Breakaway Left a Deal Behind for Independence with Summit Financial
The Diamond Podcast for Financial AdvisorsAbout this episode
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.