Technology
Get This Right
Let me start with a simple story.
A few months ago, I was sitting with a senior MFD. Smart, hardworking, well intentioned. He had built a decent book over the years. As we spoke about his pr ....
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February 10, 2026 | 8 Minute Read
Technology
Most People Are Getting AI Wrong.
I recently saw an advertisement from an Indian financial association promoting a six-week course titled AI for Finance Professionals. The outline looked interesting at first glance. AI funda ....
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December 23, 2025 | 8 Minute Read
Featured
Cultivate This Superpower
In their book, "Why business people speak like idiots", Authors Brian Fugere, Chelsea Hardaway, and Jon Warshawsky shared a transcript, “
June 17,2003
CNN Moneyline with Lou Dobbs
A n ....
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June 3, 2025 | 7 Minute Read
Technology
The Missile Test: Choosing Platforms That Fire Up, Not Fizzle Out
Imagine you are asked to evaluate three missiles and choose the best. One is powerful and world-class, the second is mediocre, and the third is garbage. However, the salespeople from these t ....
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March 19, 2024 | 7 Minute Read
Technology
The Third Risk
I had published this initially on my investor blog…In case you haven’t subscribed (it’s free), there is a lot of interesting content on it for your clients and prospects ....
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September 15, 2023 | Minute Read