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
Leadership
The Toughest Person to Lead
We are all leaders...Every single one of us...But who do you think the toughest person to lead is? Take some time to reflect on this answer. Who do you think that is?
September 12, 2023 | 6 Minute Read
Leadership
The Important Client That’s Ignored
There is a question that I asked many of you. The surprising part was that no one got the answer. The answer might not be very obvious because of the way we treat this important cl ....Read More
June 27, 2023 | 5 Minute Read