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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
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Why One Size Does Not Fit All in Personal Finance
Imagine walking into a store to buy clothes, but instead of picking garments that fit your size, style, and comfort, you choose to buy what your friend wears. It sounds absurd, doe ....Read More
May 7, 2024 | 5 Minute Read
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Rising Above Impostor Syndrome
For a long time, I've wrestled with the idea of discussing Impostor Syndrome. There's always been that whisper of doubt: will it resonate, or will it fall on indifferent ears? Yet, ....Read More
April 30, 2024 | 5 Minute Read
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What You Can Learn from This Branding Genius
Many of you loved the “The Illusion of Branding” post, so I thought of doing an interesting extension of that post. In her book “What Great Brands Do”, Author Denise Lee Yo ....Read More
April 23, 2024 | 7 Minute Read