Leadership
The Surest Way To Make A Great Decision
The best decisions often don’t feel comfortable. They don’t feel obvious. They don’t feel easy. Brian Whetten, in his book Yes Yes Hell No, explains how great decisions evoke ....Read More
February 25, 2025 | 5 Minute Read
Leadership
Why You Need to Step Up and Act as a Successor
Taking on the role of a successor in a wealth firm is a tremendous responsibility. You’re not just inheriting a business; you’re inheriting a legacy, a vision, and an expectati ....Read More
February 18, 2025 | 5 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
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
Leadership
Are You Chasing Excellence or the Spotlight?
The other day, my colleague Sayok had an interesting conversation. He spoke with a mutual fund distributor Joseph, someone who should be focused on serving clients. But the convers ....Read More
November 5, 2024 | 5 Minute Read