Which client has ever asked you, “What is your alpha?” No one has ever asked me that. Not once. And yet, alpha is one of the most important concepts in our industry. It’s the ess ….Read More

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

Questions are keys. They unlock doors. They unlock clarity, action, and results. This isn’t just a poetic idea. It’s the very foundation of progress—in life, in business, and ….Read More

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

Ashok’s story is one I encounter often. He’s a dedicated financial professional who has built his business over decades of hard work and client care. Recently, he brought his y ….Read More