Nano Learning
If You Stand for Something, Act Like It
In a previous post, I asked: What do you stand for?
But here’s the next question—Do your actions reflect it?
Because many founders and advisors say they believe in long-term investing ....
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July 4, 2025 | 2 Minute Read
Nano Learning
Busy ≠ Effective
A financial professional recently told me, “I’ve never been this busy.” Calls. Reports. Product updates. Market commentary. Chasing transactions. Fixing a KYC error.
June 27, 2025 | 3 Minute Read
Nano Learning
Build the Business Your Clients Deserve
Your clients have trusted you for years.
They’ve followed your advice.
They’ve grown their wealth.
And they believe in you.
But here’s a question most advisors never ask:
Am I building ....
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June 20, 2025 | 1 Minute Read
Nano Learning
The Quiet Difference between Good and Great!
Shane Parrish wrote, “There is a big difference between being interested in something and being committed to something. Committed people do what interested people won’t.”
I see this tr ....
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June 13, 2025 | 4 Minute Read
Nano Learning
What Do You Stand For?
There’s a powerful quote I came across recently—
“Those who stand for nothing fall for everything.”
It’s a hard hitting one.
Because in the wealth profession, this is more than jus ....
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June 6, 2025 | 3 Minute Read