Download Monish Verma's "Sample Client Portfolio Recommendation" below, and check out "Attracting More Ultra-HNW Clients By Taking The Time To Due Diligence More Alternative Investments: #FASuccess Ep 448 With Monish Verma" on how his firm goes deep in evaluating portfolios and alternative investment opportunities to find potential matches for particular client needs to attract and serve a high-net-worth clientele.
