“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.
In Episode 200: Building Financial Freedom, Mahesh joins Cambridge CEO Amy Webber to discuss:
Mahesh is the founder and president of Strategic Wealth Design, an independent financial services firm in Las Vegas, Nevada. The firm was founded on Mahesh’s vision, “to enrich the lives of people we touch by helping them create financial freedom and security.” The firm specializes in working with physicians, dentists, and business owners, helping them reduce taxes, optimize savings, and invest efficiently. Mahesh is passionate about leaders and is naturally drawn towards helping and leading organizations in his community. He is often invited to speak to large groups about how to achieve financial balance in their lives.
In his downtime, Mahesh enjoys spending time with his wife, Mamta, and three children doing something fun like watching superhero films, hiking, swimming, exercising, and traveling.
Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Strategic Wealth Design are not affiliated.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.