Nano Learning
Artificial Intelligence, a Financial Professional, and a Dog
Imagine a meeting room where an AI system, a financial professional, and a dog are present. Someone might quip, “The AI is here to crunch numbers, the professional is here to un ....Read More
April 19, 2024 | 2 Minute Read
Succession Planning
Maximizing Value: A Powerful Guide on Preparing Your Business for Sale
Selling your business (or practice) is a significant event that requires careful planning and strategic positioning. Whether you’re considering retirement, transitioning to a new ....Read More
April 16, 2024 | 6 Minute Read
Nano Learning
Redefining Failure
In the book “Getting There: A Book of Mentors” by Gillian Zoe Segal, there is an interesting lesson Sara Blakely, Founder of Spanx, recalls – “When my brother and I were gr ....Read More
April 12, 2024 | 3 Minute Read
Growth
A Rule For The Industry
I read a very interesting Bloomberg post “Two Rothschild Bank Clans Fight Over Clients, Power and the Family Name.” The explanation of this headline – The Swiss and French br ....Read More
April 9, 2024 | 6 Minute Read
Nano Learning
Collect or Connect Dots
Isn’t this visual super powerful? The creator of the above sketch, David Perell wrote, “Read to collect the dots, write to connect them.” While writing is an amazing way to ....Read More
April 5, 2024 | 2 Minute Read