Valuation
The Pricing Conversation
Amar Pandit , CFA , CFP
My colleague Sayok met him on a warm afternoon. A seasoned MFD. Decades in the business. A respectable book. Loyal clients.
April 21, 2026 | 6 Minute Read
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Technology
What’s Your AI Strategy?
Amar Pandit , CFA , CFP
How many times have you heard this recently? “AI powered.” “AI driven.” “AI enabled.” Every presentation. Every product. Every pitch.
April 17, 2026 | 2 Minute Read
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Valuation
Are You Building Something That Outlives You?
Amar Pandit , CFA , CFP
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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April 14, 2026 | 9 Minute Read
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Nano Learning
The Prize
Amar Pandit , CFA , CFP
Have you ever asked yourself this question: “Why do you really set goals?” Is it to achieve something or is it to become someone? Most professionals think it is the former.
April 10, 2026 | 3 Minute Read
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Leadership
The 30 Day and 90 Day Test
Amar Pandit , CFA , CFP
Raj thought it was a simple trip.
Ten days in Europe with his family.
First vacation abroad in years.
He told his team, “Call me only if it is urgent.”
He told his clients, “I am reach ….
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April 7, 2026 | 8 Minute Read
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