Nano Learning
Migrating AUM Is Easy. Migrating Relationships Is Not
There’s a big difference between migrating assets and migrating trust. Most financial professionals miss this. Especially during transitions like acquisitions, mergers, or succes ....Read More
April 25, 2025 | 3 Minute Read
Nano Learning
The Happyness Factory Manifesto
We are not in the business of money. We are in the business of meaning. We do not exist to sell products. We exist to ask better questions. To listen deeply.
April 18, 2025 | 2 Minute Read
Nano Learning
This Is Where Magic Is
James Clear in his newsletter wrote, "A programmer and writer who goes by Loopy, on the difference between preparing to do it and actually doing it: "Things that aren't doing the ....Read More
April 11, 2025 | 2 Minute Read
Nano Learning
What Moves The Needle?
Shane Parrish said it best: “When we lack real problems, we create imaginary ones; when we lack meaningful work, we perfect the unimportant.” In our profession, it’s easy to ....Read More
April 4, 2025 | 2 Minute Read
Nano Learning
The Ultimate Edge
Derek Sivers wrote– “Mastery is the best goal because the rich can't have it, the impatient can't rush it, the privileged can't inherit it, and nobody can steal it. You can onl ....Read More
March 28, 2025 | 2 Minute Read