Nano Learning
Master the Minutes
Amar Pandit , CFA , CFP
Philip Dormer Stanhope “Take care of the minutes; for hours will take care of themselves.” When I read that quote, I immediately remembered our post on procrastination. It fits perfectly ….
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November 14, 2025 | 3 Minute Read
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Succession Planning
This is How to Stop Procrastinating
Amar Pandit , CFA , CFP
I read some interesting thoughts on procrastination in an email from The New Happy. In today’s post, I have reproduced their visual and thoughts and then shared my own thoughts in the cont ….
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November 11, 2025 | 5 Minute Read
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Nano Learning
The Attention Game
Amar Pandit , CFA , CFP
Most financial professionals tell their clients, “Don’t look at your portfolio too often.” But have you noticed how that rarely works? The more you tell someone not to look, the more t ….
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November 7, 2025 | 2 Minute Read
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Featured
The $30,000 Baby Name
Amar Pandit , CFA , CFP
There’s a woman in San Francisco who charges $30,000 to name your baby. You read that right. Not to raise your baby. Not to educate your baby. To name your baby. She started at $100. Then ….
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November 4, 2025 | 6 Minute Read
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Nano Learning
The Missing Assets That Create a Truly Scalable Practice
Amar Pandit , CFA , CFP
Every time I speak with top MFDs, a common pattern emerges; they measure success by AUM , the funds they deploy, and the commission numbers they post. But there is an unseen side of their bu ….
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October 31, 2025 | 3 Minute Read
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