Technology
Most People Are Getting AI Wrong.
I recently saw an advertisement from an Indian financial association promoting a six-week course titled AI for Finance Professionals. The outline looked interesting at first glance. AI funda ....
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December 23, 2025 | 8 Minute Read
Technology
Move Beyond The…
Most financial professionals believe their value lives in spreadsheets. In formulas. In the precision of a plan. In the neat rows and columns that give a sense of control. But the sketch you ....
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December 19, 2025 | 2 Minute Read
Succession Planning
The Succession Mirage
There is a story I want to share with you.
A story that repeats itself more often than we admit.
A story that looks like succession from the outside, but in reality, is only a change of hand ....
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December 16, 2025 | 7 Minute Read
Succession Planning
Luxury versus Responsibility
The plumber’s house leaks and the carpenter’s house creaks.
We smile when we hear this line, but it hides a truth that every financial professional needs to confront. We spend our lives ....
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December 12, 2025 | 2 Minute Read
Growth
The Biggest Lie
There is a silent danger in the world of financial advice and mutual fund distribution.
It does not look dangerous.
It looks safe.
Comfortable.
Predictable.
It whispers familiar words.
“Do ....
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December 9, 2025 | 7 Minute Read