The Museum of Financial Care

“How was it Ranjanji?”, I asked Ranjan Jain, a seasonal lawyer and financial professional (MFD) from Delhi. “Amar, I have to tell you something.” Ranjanji paused for a minute. He ha ….
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The Little Boy from Texas

A teacher in Texas asked her class a question. “If there are 10 sheep and one sheep runs away, how many are left?” A little boy raised his hand confidently. “Zero,” he said. The teac ….
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The Pricing Conversation

My colleague Sayok met him on a warm afternoon. A seasoned MFD. Decades in the business. A respectable book. Loyal clients.

What’s Your AI Strategy?

How many times have you heard this recently? “AI powered.” “AI driven.” “AI enabled.” Every presentation. Every product. Every pitch.

Are You Building Something That Outlives You?

Most MFDs I meet do not think of what they have built as a business. They think of it as an annuity. A steady stream of trail income. A monthly commission flow. A comfortable engine that kee ….
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