Imagine a meeting room where an AI system, a financial professional, and a dog are present. Someone might quip, “The AI is here to crunch numbers, the professional is here to un ….Read More

Selling your business (or practice) is a significant event that requires careful planning and strategic positioning. Whether you’re considering retirement, transitioning to a new ….Read More

In the book “Getting There: A Book of Mentors” by Gillian Zoe Segal, there is an interesting lesson Sara Blakely, Founder of Spanx, recalls – “When my brother and I were gr ….Read More

I read a very interesting Bloomberg post “Two Rothschild Bank Clans Fight Over Clients, Power and the Family Name.” The explanation of this headline – The Swiss and French br ….Read More

Isn’t this visual super powerful? The creator of the above sketch, David Perell wrote, “Read to collect the dots, write to connect them.” While writing is an amazing way to ….Read More