Featured
People Fire Advisors, Not Friends
I love a powerful line that Nick Murray shared “People fire their financial advisors all the time. People rarely fire their friends.” This truth stings but offers profound wisd ....Read More
December 3, 2024 | 5 Minute Read
Nano Learning
Any Client versus Best Clients
Many of us make the mistake of trying to bring every client on board. We think more clients automatically mean more success. But this couldn’t be further from the truth. Your goa ....Read More
November 29, 2024 | 2 Minute Read
Leadership
Collaboration Without Compromise: Building a World-Class Wealth Firm Together
"I don’t want to lose my identity," said Praful, a senior mutual fund distributor, during a recent conversation. It was a genuine concern. A fear shared by many mutual fund distr ....Read More
November 26, 2024 | 5 Minute Read
Nano Learning
Master the Bow, Not the Spotlight
I received a lot of love for my post, “Are you Chasing Excellence or the Spotlight?” If you haven’t read it yet, I would strongly encourage you to do so. It dives deep into a ....Read More
November 22, 2024 | 2 Minute Read
Leadership
Building a Legacy: What You Should Focus On
Being the CEO of a wealth firm is no small feat. It’s not just a title; it comes with tremendous responsibility. The role of the CEO is not merely to oversee the day-to-day opera ....Read More
November 19, 2024 | 5 Minute Read