Size is often mistaken for success. Many founders of wealth firms measure their progress by AUM, revenue, or number of clients. But size alone is not enough. A firm can be big on those numbe ….
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I met an MFD recently who had gone from Rs 120 Crore AUM to Rs 95 Crore. He did not say much, but his silence said everything. Something had slipped. A few clients had left. A few relationsh ….
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Imagine This: One Hundred Prospects Walk Into Your Office Tomorrow. Imagine one hundred prospects walking through your door tomorrow morning. Not cold leads. Not unqualified inquiries. Actua ….
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Recently I read a super interesting line that instantly made me reflect. The greatest risk is underinvesting in what works. For financial professionals, this is not just true. It is the quie ….
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There is one line I hear often from financial professionals and MFDs, and it sounds noble on the surface. It is said with pride. It is repeated with conviction. “I want to help everyone.†….
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