Many financial professionals proudly wear the CEO title. They call themselves the Chief Executive Officer of their firm. But in reality, they are the Chief Everything Officer.

In response to last week’s post, “Why Your Practice Valuation Isn’t Comparable to an Asset Manager’s,” Suhas, a reader from Maharashtra wrote, “Amar, you have mentioned in your pos ….Read More

Who do you think is the biggest enemy of your future success? A competitor? A lack of resources? The market? No. It’s your current success. Success is comforting. It feels good.

Valuing a wealth practice is a nuanced and complex process. But one of the most common misconceptions among many distributors is this: “If an asset manager is valued at 4-5% of t ….Read More

I was writing a post on this important idea, but then realized it’s so powerful that I just need to share it as is. Let this sink in. Reflect deeply on it. Bill Beswick, in his b ….Read More