Featured
Potential Doesn’t Equal Value
I recently met a private banker turned wealth firm founder. This gentleman (Harsh) had built a nice little business. He now wanted to get out and pointed to the vast untapped poten ....Read More
December 24, 2024 | 5 Minute Read
Nano Learning
Which CEO Are YOU?
Many financial professionals proudly wear the CEO title. They call themselves the Chief Executive Officer of their firm. But in reality, they are the Chief Everything Officer.
December 20, 2024 | 2 Minute Read
Featured
A Tale of Two Asset Managers
In response to last week's post, "Why Your Practice Valuation Isn't Comparable to an Asset Manager's," Suhas, a reader from Maharashtra wrote, "Amar, you have mentioned in your pos ....Read More
December 17, 2024 | 5 Minute Read
Nano Learning
The Biggest Enemy of Your Future Success
Who do you think is the biggest enemy of your future success? A competitor? A lack of resources? The market? No. It’s your current success. Success is comforting. It feels good.
December 13, 2024 | 2 Minute Read
Featured
Why Your Practice Valuation Isn’t Comparable to an Asset Manager’s?
Valuing a wealth practice is a nuanced and complex process. But one of the most common misconceptions among many distributors is this: “If an asset manager is valued at 4-5% of t ....Read More
December 10, 2024 | 5 Minute Read