Leadership
What Should Be the Core Competency of a Wealth Professional?

Amar Pandit , CFA , CFP
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
June 17, 2025 | 7 Minute Read
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Nano Learning
The Quiet Difference between Good and Great!

Amar Pandit , CFA , CFP
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
June 13, 2025 | 4 Minute Read
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Growth
The Interesting Case of Prakash and Sunil

Amar Pandit , CFA , CFP
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
June 10, 2025 | 5 Minute Read
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Nano Learning
What Do You Stand For?

Amar Pandit , CFA , CFP
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
June 6, 2025 | 3 Minute Read
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Featured
Cultivate This Superpower

Amar Pandit , CFA , CFP
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
June 3, 2025 | 7 Minute Read
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