The Most Expensive Sentence in Business

“I am the only one who can do this.” Gopal said it with complete conviction. He was a successful MFD in his early fifties.

The Adventure

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.

The Question You Have Never Been Asked Before

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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The Strange Side Effect

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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The Risk That Doesn’t Feel Like Risk

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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