Featured
The Only Metric That Matters
Many financial professionals are caught in the same trap that business owners fall into. The illusion that analyzing endless streams of data will somehow unlock the secret to success. You lo ....
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September 16, 2025 | 7 Minute Read
Featured
The Hardest Job in the Profession
The quote stopped me in my tracks.
“What is very easy? To advise another…
What is very hard? To know thyself.”
That’s Thales. One of the seven sages of ancient Greece. A philosopher. ....
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September 9, 2025 | 6 Minute Read
Featured
Success Is a Lousy Teacher
Bill Gates once said, “Success is a lousy teacher. It seduces smart people into thinking they can’t lose.”
It’s a powerful line. One that’s worth reflecting on, especially in the w ....
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August 19, 2025 | 7 Minute Read
Featured
The Investor Sitting Across The Table? (Part 2)
In Part 1, we explored the three investor personas laid out by behavioral finance expert Meir Statman: Utilitarian, Expressive, and Emotional. As a Mutual Fund Distributor (MFD) or financial ....
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August 12, 2025 | 8 Minute Read
Featured
The Investor Sitting Across the Table? (Part 1)
You’ve likely met hundreds of investors.
But how many of them have you truly understood?
Because if you don’t know who you’re really talking to, how can you expect to build trust, guid ....
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August 5, 2025 | 7 Minute Read