Featured
The Value Your Clients Don’t Know How to Ask For
One of the biggest challenges I hear financial professionals talk about is remarkably simple.
How do I communicate my value?
It is an important question because almost every prospective clie ....
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September 29, 2026 | 14 Minute Read
Featured
The Invisible Balance Sheet
A few months ago, I had an interesting conversation with a large private equity fund that had reached out through an intermediary. They were keen to explore an investment in Happyness Factor ....
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August 25, 2026 | 8 Minute Read
Featured
The Metric That Could Change Your Business Forever
A few days ago, I met the CEO of one of India's largest asset management companies.
He is an exceptionally sharp executive…I thoroughly enjoyed this conversation as he was not only asking ....
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July 28, 2026 | 6 Minute Read
Featured
The Business of Making People Feel Safe
On the 4th of July, we opened our Bengaluru Financial Cafe and Experience Center.
It was a special day.
Partners had traveled from Mumbai, Vapi, Mysore, Bengaluru, Kerala, and Shivamoga.
Man ....
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July 7, 2026 | 7 Minute Read
Featured
The Question You Have Never Been Asked Before
Last Saturday, I met Ketan, a seasoned MFD from Maharashtra, at our quarterly partner meet.
He had just returned from a 40-day vacation in the United States.
As we sat after lunch, he began ....
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June 16, 2026 | 7 Minute Read