About the Episode:

“So, the first thing from a marketing standpoint that I always want to explain and help people understand is that to attract clients, they need to first know you, they need to know about you, then they need to like you, and then eventually they need to trust you to manage their money.” – Mahesh Odhrani

From India to Dubai and now Las Vegas, Mahesh Odhrani is no stranger to change. Now as founder and president of Strategic Wealth Design, Mahesh and his firm specialize in working with physicians, dentists, and business owners, helping them reduce taxes, optimize savings, and invest efficiently. Mahesh built his practice on his vision to, “enrich the lives of people we touch by helping them create financial freedom and security.” Don’t miss this episode of Cambridge Stronger as Mahesh shares how his vision for his business brought him into the independent space and the risks he and his family had to take to make the successful transition.

Testimonial statements and personal experience stories may not be representative of the experience of others and is no guarantee of future performance or success. Cambridge Investment Research, Inc. Member FINRA/SIPC