Leadership
Understand Your Biggest Asset: Your Practice’s True Value
As a financial professional, you spend your days guiding clients to understand their financial futures. You explain the value of their investments, the importance of diversification, and the ....
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July 1, 2025 | 5 Minute Read
Leadership
What Should Be the Core Competency of a Wealth Professional?
Let’s start with a simple truth.
Asset managers are in the business of manufacturing products.
That’s what they do. That’s what they’re supposed to do.
Create investment products. In ....
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June 17, 2025 | 7 Minute Read
Leadership
The Rearview Mirror
Gayatri is a smart and savvy mutual fund distributor from Bengaluru.
Recently, her client Ganesh sent her a newspaper clipping.
It was an article showcasing the recent performance of a few ....
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May 20, 2025 | 6 Minute Read
Leadership
Accidental HNI Clients
“I lost a significant HNI client to a big firm,” said Vishal, a financial professional in his early forties.
Another mutual fund distributor quickly joined in: "I lost a few HNI clients ....
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April 29, 2025 | 6 Minute Read
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 three res ....
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February 25, 2025 | 5 Minute Read