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
Leadership
What Do You Mean by “Good”?
"My advisor gave me good returns," Jo, a prospective client in her sixties said. But what does "good" really mean? This is a question every financial professional should be asking ....Read More
October 29, 2024 | 5 Minute Read