Featured
How Close Are You (Really) to Your Clients?
As a financial professional, it’s easy to get lost in the numbers. In the performance reports, the spreadsheets, the market updates. But true success in this field isn’t just a ....Read More
November 12, 2024 | 5 Minute Read
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When Clients Try to Prescribe the Medicine
In the work you do, one of the most challenging dynamics is when clients attempt to dictate investment decisions. It’s an experience that most financial professionals are familia ....Read More
October 15, 2024 | 7 Minute Read
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The Celebrity Client
Recently, one of our partners shared an inspiring story with me. It speaks to the essence of what we stand for at HF. Here’s what she wrote: "Hi Amar, Trust this email finds you ....Read More
October 1, 2024 | 5 Minute Read
Featured
Do You Even Know My Value?
Hello there, esteemed real financial professional. Do you even know what my value to you is? I am your business, your practice, your firm. I have been taking care of you for so l ....Read More
July 30, 2024 | 5 Minute Read
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Beyond Data and Numbers: Mastering Discovery Meetings
Sunil, a long-time reader of this blog, wrote, “Amar, I know what a data gathering meeting is but what is this discovery meeting you wrote about last week. I got some sense, but ....Read More
June 25, 2024 | 5 Minute Read