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
Leadership
The People Behind You
What do you think is the biggest problem of most firms in our industry/profession? Can you take a guess at what the answer might be? Take a shot. I have posed this question t ....Read More
December 20, 2022 | 5 Minute Read