Nano Learning
Five Questions You Must Answer Before It’s Too Late
Most mutual fund distributors rarely ask themselves these questions. They focus on managing client portfolios. They think about returns, AUM growth, and new clients. But very few t ....Read More
February 21, 2025 | 3 Minute Read
Nano Learning
The Scariest Thing
Look at this simple image. A stick figure in the past thinking, "If only I had done the thing..." A stick figure today standing at the crossroads. A future version whispering, "Do ....Read More
February 14, 2025 | 2 Minute Read
Nano Learning
A Reflection of Character and Vision
When you’re negotiating a collaboration, remember—you’re not just cutting a deal. You’re building a relationship. Randy Komisar and Jantoon Reigersman’s lines in Straight ....Read More
February 7, 2025 | 2 Minute Read
Nano Learning
A Powerful Lesson
Morgan Housel wrote about an insightful exchange regarding Costco founder Jim Sinegal. When podcaster David Senra asked Charlie Munger why Sinegal rarely gave speeches or interview ....Read More
January 31, 2025 | 2 Minute Read
Nano Learning
Common Succession Planning Mistakes
Choosing a successor is one of the most important decisions you’ll ever make. But it’s not just about picking someone who knows the business. It’s about finding someone with ....Read More
January 24, 2025 | 2 Minute Read