The Three Pillars of Prosperity: Where Top Financial Professionals Focus Their Time

I received an email from a dear reader Sagar (name changed) in response to last Tuesday’s post “The Founder’s Dilemma: Navigating Time Traps.”

From Inertia to Influence

Many people find it challenging to take the first step. I am very comfortable in taking the first step. I see this as an important insight many founders and financial professionals ….Read More

The Founders Dilemma: Navigating Time Traps

Last week, I hosted an Ask Me Anything session called “Ask Amar”. While I answered many questions on growth, marketing, strategy, first meetings, succession, valuation and so o ….Read More

The Good Endures: From Roman Philosophy to Modern Finance

There is an interesting lesson on long-term thinking by the Roman philosopher Musonius Rufus. I don’t recollect where I had read it but it’s so good that I had to share it with ….Read More

The Untapped Metric: Measuring “Share of Heart”

In the realm of the wealth business, success has traditionally been measured in numbers: assets under management, revenue growth, and client acquisition rates. Yet, there’s a pivot ….Read More