Succession Planning
The Path to the 10%
Amar Pandit , CFA , CFP
Recently, my colleague Sayok visited Delhi to meet a few partners, where he encountered a deeply unfortunate story. A gentleman (in his early forties) had passed away, and in a mat ….Read More
October 8, 2024 | 5 Minute Read
- 0
- 0
Nano Learning
Service versus Hospitality
Amar Pandit , CFA , CFP
In his book,”Unreasonable Hospitality” Restaurateur Will Guidara, wrote about a question he asks everyone. “What’s the difference between service and hospitality?
October 4, 2024 | 2 Minute Read
- 0
- 0
Featured
The Celebrity Client
Amar Pandit , CFA , CFP
Recently, one of our partners shared an inspiring story with me. It speaks to the essence of what we stand for at HF. Here’s what she wrote: “Hi Amar, Trust this email finds you ….Read More
October 1, 2024 | 5 Minute Read
- 0
- 1
Nano Learning
Interested versus Committed
Amar Pandit , CFA , CFP
Author Shane Parrish wrote, “Most people are interested. Few are truly committed. Interested people act when it’s convenient; committed people act no matter what. Interested pe ….Read More
September 27, 2024 | 1 Minute Read
- 0
- 0
Marketing
Name Recall vs. Brand Recall
Amar Pandit , CFA , CFP
When you think of building a brand, what comes to mind? For many financial professionals, it’s about getting your name out there. You want people to remember your firm’s name w ….Read More
September 24, 2024 | 5 Minute Read
- 2
- 1
[sidebaronly]