Everything you need to know to build the Wealth Firm of the Future
Simple yet powerful ideas that you can implement yourself
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Latest Posts
Valuation
The Number That Really Determines Your Future
Most MFDs track their revenue. It is the scorecard they check every month. It tells them whether they are growing or slowing. It tells them whether the market has helped them or hurt them. I ….
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February 3, 2026 | 7 Minute Read
Nano Learning
Goals Don’t Build Wealth Practices. Habits Do.
New goals don’t deliver new results.
New habits do.
Better habits do.
Most advisors and MFDs set goals every year. Higher AUM. Better clients. More referrals. Improved work life balance. S ….
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January 30, 2026 | 3 Minute Read
Valuation
Everything Changes When You Understand This
I recently met a gentleman from Bengaluru. Soft spoken. Humble. Decent. He ran a sizable mutual fund distribution practice and had been in the business for several decades. We sat down to di ….
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January 27, 2026 | 7 Minute Read
Nano Learning
The Awkward Middle of Building a Wealth Practice
Change in a wealth practice rarely looks neat.
It often feels like two steps forward and one step backward.
You hire someone promising, but productivity dips before it rises.
You invest in p ….
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January 23, 2026 | 2 Minute Read
Leadership
The Future of Wealth Is Not What You Think
A new study just found that six leading AI models now pass all three levels of the CFA exam. Not scrape through. Pass with near perfect scores. Gemini 3.0 Pro scored an unheard-of 97.6 perce ….
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January 20, 2026 | 5 Minute Read
