My Dear Mahesh, It feels almost impossible to write these words. To speak of you in the past tense, when every part of me wants to believe I’ll see your familiar smile walking through that ….
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In a previous post, I asked: What do you stand for? But here’s the next question—Do your actions reflect it? Because many founders and advisors say they believe in long-term investing� ….
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As a financial professional, you spend your days guiding clients to understand their financial futures. You explain the value of their investments, the importance of diversification, and the ….
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A financial professional recently told me, “I’ve never been this busy.” Calls. Reports. Product updates. Market commentary. Chasing transactions. Fixing a KYC error.

Many financial professionals enter a merger or sell their practice believing one thing. That nothing will change. That they will continue doing what they always did. That their clients will ….
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