Leadership
What Should Be the Core Competency of a Wealth Professional?
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
Leadership
The Rearview Mirror
Gayatri is a smart and savvy mutual fund distributor from Bengaluru. Recently, her client Ganesh sent her a newspaper clipping. It was an article showcasing the recent performanc ....Read More
May 20, 2025 | 6 Minute Read
Leadership
Accidental HNI Clients
“I lost a significant HNI client to a big firm,” said Vishal, a financial professional in his early forties. Another mutual fund distributor quickly joined in: "I lost a few H ....Read More
April 29, 2025 | 6 Minute Read
Leadership
The Surest Way To Make A Great Decision
The best decisions often don’t feel comfortable. They don’t feel obvious. They don’t feel easy. Brian Whetten, in his book Yes Yes Hell No, explains how great decisions evoke ....Read More
February 25, 2025 | 5 Minute Read
Leadership
Why You Need to Step Up and Act as a Successor
Taking on the role of a successor in a wealth firm is a tremendous responsibility. You’re not just inheriting a business; you’re inheriting a legacy, a vision, and an expectati ....Read More
February 18, 2025 | 5 Minute Read