Nano Learning
Your Clients Don’t Have Investment Problems
Amar Pandit , CFA , CFP
I was listening to a podcast recently and a seasoned financial advisor in the US said, “I don’t have clients with investment problems. I have investments with client problems.”
While it ….
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October 2, 2026 | 2 Minute Read
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Featured
The Value Your Clients Don’t Know How to Ask For
Amar Pandit , CFA , CFP
One of the biggest challenges I hear financial professionals talk about is remarkably simple.
How do I communicate my value?
It is an important question because almost every prospective clie ….
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September 29, 2026 | 14 Minute Read
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Nano Learning
The Real Gap
Amar Pandit , CFA , CFP
I recently came across an amazing quote by Coach Mike Tomlin.
“It’s not what you are capable of; it’s what you are willing to do. Plenty of people are capable. Fewer people are willing.” ….
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September 25, 2026 | 1 Minute Read
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Succession Planning
Change versus Transition
Amar Pandit , CFA , CFP
I recently came across an idea about change that I found remarkably insightful.
Change is an external event. Transition is an internal experience.
The more I have thought about this distinct ….
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September 22, 2026 | 8 Minute Read
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Nano Learning
Sales versus Marketing
Amar Pandit , CFA , CFP
I saw this amazing tweet the other day. It was so powerful that I first decided to leave it as is and not add my commentary. Then I gave in.
On the left, someone is selling flowers.
“Flowe ….
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September 18, 2026 | 1 Minute Read
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