Succession Planning
Change versus Transition
Amar Pandit , CFA , CFP
I recently came across an idea about change that I found remarkably insightful.
Change is an external event. Transition is an internal experience.
The more I have thought about this distinct ….
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September 22, 2026 | 8 Minute Read
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Nano Learning
Sales versus Marketing
Amar Pandit , CFA , CFP
I saw this amazing tweet the other day. It was so powerful that I first decided to leave it as is and not add my commentary. Then I gave in.
On the left, someone is selling flowers.
“Flowe ….
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September 18, 2026 | 1 Minute Read
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Growth
Your Clients Feel Your Org Chart
Amar Pandit , CFA , CFP
I came across the cartoon above a few days ago and was blown away with it.
On the left is an old television remote control covered with what feels like a hundred different buttons. The perso ….
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September 15, 2026 | 6 Minute Read
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Nano Learning
Your AI Strategy Cannot Be “AI”
Amar Pandit , CFA , CFP
Look at the amazing cartoon above. The board asks about the company’s AI strategy. The answer? “Panic.” It is funny because it feels uncomfortably familiar. Every few decades, a new tech ….
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September 11, 2026 | 2 Minute Read
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Growth
The Courage to Build Before the World Believes
Amar Pandit , CFA , CFP
Last week, I wrote about long-term thinking. It was about doing something today that your future self will thank you for a decade from now. A few days later, someone asked me a question, ….
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September 8, 2026 | 9 Minute Read
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