Why did you become an MFD? Take a moment before answering. Don’t give a polished answer or the one you tell clients. The real one. Perhaps you wanted freedom. Freedom to decide whom you wo ….
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I recently came across an advertisement that proudly proclaimed: “A great financial advisor or professional knows all the answers.” I couldn’t disagree more. In fact, I believe the opposite ….
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A few weeks ago, my colleague Rupesh was speaking to an MFD who is also a client of ours. He genuinely likes what we are building. He has seen our technology. He has met our team. He underst ….
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I read somewhere, “The fastest way to kill a good idea is to ask ten people about it.” I could totally relate to this because I have seen this happen over and over again in our industry/pr ….
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Last week, I wrote about something the CEO of one of India’s largest Asset Management Companies said to me. “Most MFDs are focused on EPS and completely ignore PE.” The response to that post ….
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