New goals don’t deliver new results. New habits do. Better habits do. Most advisors and MFDs set goals every year. Higher AUM. Better clients. More referrals. Improved work life balance. S ….
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I recently met a gentleman from Bengaluru. Soft spoken. Humble. Decent. He ran a sizable mutual fund distribution practice and had been in the business for several decades. We sat down to di ….
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Change in a wealth practice rarely looks neat. It often feels like two steps forward and one step backward. You hire someone promising, but productivity dips before it rises. You invest in p ….
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A new study just found that six leading AI models now pass all three levels of the CFA exam. Not scrape through. Pass with near perfect scores. Gemini 3.0 Pro scored an unheard-of 97.6 perce ….
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The best way to save time is not by working faster. It is by working on the right thing. Sit with that for a moment. Most MFDs and advisors feel time-poor. Days are packed. Calendars are ful ….
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