Nano Learning
The Real Use of AI
AI is supposed to free up our time. That is the promise. Automation will reduce manual work. Reports will generate themselves.
March 20, 2026 | 2 Minute Read
Valuation
The Proud Founder and The Beautiful Baby
I often see this pattern play out in very similar ways. A founder sits across the table from me. Decent. Hardworking. Self-made. Proud.
March 17, 2026 | 8 Minute Read
Nano Learning
Trust Follows This
Most financial professionals spend a lot of time thinking about one question.
“How do I earn my client’s trust?”
It sounds like the right question.
But if you look closely at the sketc ....
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March 13, 2026 | 2 Minute Read
Technology
The Platform Choice Question
I recently watched a video released by a platform where an MFD spoke about why he chose to associate with them. His reasons were simple. They were located in his city. They were fast. They h ....
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March 10, 2026 | 7 Minute Read
Nano Learning
Where Growth Lives
“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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March 6, 2026 | 2 Minute Read