Competition does not announce itself politely. It does not send you a letter saying it has entered your city. It arrives quietly, through glossy offices, persuasive relationship managers, di ….
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Most MFDs track their revenue. It is the scorecard they check every month. It tells them whether they are growing or slowing. It tells them whether the market has helped them or hurt them. I ….
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New goals don’t deliver new results. New habits do. Better habits do. Most advisors and MFDs set goals every year. Higher AUM. Better clients. More referrals. Improved work life balance. S ….
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I recently met a gentleman from Bengaluru. Soft spoken. Humble. Decent. He ran a sizable mutual fund distribution practice and had been in the business for several decades. We sat down to di ….
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Change in a wealth practice rarely looks neat. It often feels like two steps forward and one step backward. You hire someone promising, but productivity dips before it rises. You invest in p ….
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