What Should Be the Core Competency of a Wealth Professional?

Let’s start with a simple truth. Asset managers are in the business of manufacturing products. That’s what they do. That’s what they’re supposed to do. Create investment pr ….Read More

The Quiet Difference between Good and Great!

Shane Parrish wrote, “There is a big difference between being interested in something and being committed to something. Committed people do what interested people won’t.” I s ….Read More

The Interesting Case of Prakash and Sunil

A few years ago, I met two friends—Prakash and Sunil. Both were seasoned Mutual Fund Distributors. Both had built good businesses. Both had earned the trust of clients over de ….Read More

What Do You Stand For?

There’s a powerful quote I came across recently— “Those who stand for nothing fall for everything.” It’s a hard hitting one. Because in the wealth profession, this is mor ….Read More

Cultivate This Superpower

In their book, “Why business people speak like idiots”, Authors Brian Fugere, Chelsea Hardaway, and Jon Warshawsky shared a transcript, “ June 17,2003 CNN Moneyline with Lou D ….Read More

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