“As long as you are green, you are growing. As soon as you are ripe, you start to rot.” For mutual fund distributors and financial advisors, this is not a metaphor. It is a warning. Man ….
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I had barely finished writing about platforms and their promises of growth when I came across another headline. “How SIFs can transform your practice.” The language is familiar. Transfor ….
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Bruce Lee once said, “The great mistake is to anticipate the outcome of the engagement; you ought not to be thinking of whether it ends in victory or in defeat.” This line has far more r ….
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Recently I met a group of MFDs for an informal discussion. No slides. No presentations. Just honest conversation. At one point, one of them, Sanjay, shared something interesting. “I was at ….
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Most MFDs think about growth in terms of activity. More clients. More SIPs. More AUM. More revenue this year than last. All of that matters, but it misses a far more important question, one ….
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