A few months ago, I had an interesting conversation with a large private equity fund that had reached out through an intermediary. They were keen to explore an investment in Happyness Factor ….
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The wise Nick Murray once said something super impactful – “You can always learn by doing. You can never do by learning.” Read that again. Then spend a few minutes thinking about what ….
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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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