I often see this pattern play out in very similar ways. A founder sits across the table from me. Decent. Hardworking. Self-made. Proud.

Most financial professionals spend a lot of time thinking about one question. “How do I earn my client’s trust?” It sounds like the right question. But if you look closely at the sketc ….
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I recently watched a video released by a platform where an MFD spoke about why he chose to associate with them. His reasons were simple. They were located in his city. They were fast. They h ….
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“As long as you are green, you are growing. As soon as you are ripe, you start to rot.” For mutual fund distributors and financial advisors, this is not a metaphor. It is a warning. Man ….
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I had barely finished writing about platforms and their promises of growth when I came across another headline. “How SIFs can transform your practice.” The language is familiar. Transfor ….
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