Growth
The Most Expensive Sentence in Business
Amar Pandit , CFA , CFP
“I am the only one who can do this.” Gopal said it with complete conviction. He was a successful MFD in his early fifties.
June 23, 2026 | 7 Minute Read
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Nano Learning
The Adventure
Amar Pandit , CFA , CFP
Every financial professional I know wants a better business. More clients. More revenue. More impact. More freedom. But very few stop to ask a deeper question.
June 19, 2026 | 2 Minute Read
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Featured
The Question You Have Never Been Asked Before
Amar Pandit , CFA , CFP
Last Saturday, I met Ketan, a seasoned MFD from Maharashtra, at our quarterly partner meet.
He had just returned from a 40-day vacation in the United States.
As we sat after lunch, he began ….
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June 16, 2026 | 7 Minute Read
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Nano Learning
The Strange Side Effect
Amar Pandit , CFA , CFP
One of the most dangerous things that can happen to a financial professional is not failure.
It is success.
Success has a strange side effect.
It can quietly convince us that we already know ….
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June 12, 2026 | 2 Minute Read
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Growth
The Risk That Doesn’t Feel Like Risk
Amar Pandit , CFA , CFP
I came across this insightful cartoon recently. I immediately started writing a post because it perfectly describes what happens to many wealth businesses.
Not overnight.
Not dramatically.
N ….
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June 9, 2026 | 7 Minute Read
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