Growth
Your Clients Feel Your Org Chart
Amar Pandit , CFA , CFP
I came across the cartoon above a few days ago and was blown away with it.
On the left is an old television remote control covered with what feels like a hundred different buttons. The perso ….
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September 15, 2026 | 6 Minute Read
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Nano Learning
Your AI Strategy Cannot Be “AI”
Amar Pandit , CFA , CFP
Look at the amazing cartoon above. The board asks about the company’s AI strategy. The answer? “Panic.” It is funny because it feels uncomfortably familiar. Every few decades, a new tech ….
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September 11, 2026 | 2 Minute Read
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Growth
The Courage to Build Before the World Believes
Amar Pandit , CFA , CFP
Last week, I wrote about long-term thinking. It was about doing something today that your future self will thank you for a decade from now. A few days later, someone asked me a question, ….
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September 8, 2026 | 9 Minute Read
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Nano Learning
The 10 Year Question
Amar Pandit , CFA , CFP
James Clear recently wrote, “Long-term thinking changes short-term actions. Spend a little time today doing things that will benefit you in 10 years.”
I don’t think there is a more power ….
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September 4, 2026 | 2 Minute Read
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Technology
AI Won’t Build the Business You Never Built
Amar Pandit , CFA , CFP
A few days ago, I was speaking with a senior mutual fund distributor whom I have known for many years. We were discussing growth, the changing landscape of our profession and the opportuniti ….
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September 1, 2026 | 6 Minute Read
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