The Magic of the Discovery Meeting

The discovery process is a crucial phase in any real financial professional-client relationship. By the way this is different from just a data gathering or fact-finding meeting…

Succession Planning Is More Than Just a Family Appointment

“When my son goes to meet clients, he gets a small amount to invest. Many times he gets a SIP (Systematic Investment Plan) of Rs. 5,000 per month or so. When I go, clients give m ….Read More

From Desk to Beach: Mastering the Art of Being Present

Isn’t this a brilliant visual? While you can interpret this in several ways, there is an amazing insight hidden for all of us. Hint: Be Happy for this moment. This moment is ….Read More

Understanding Sale, Succession, and Continuity Planning

Uday, a mutual fund distributor and a long-time reader wrote – “Can you please write a post explaining sale planning, succession planning and continuity planning? I don’t think I h ….Read More

Are You Prioritizing What’s Truly Important?

Author Larry Winget wrote, “It’s not that we don’t have time. It’s that we don’t have time for the things that are really important. There is always enough time to do wha ….Read More

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