Valuation
Taking Chips Off The Table
I want to continue but I want to take some chips off the table. I want to focus only on the clients I truly enjoy working with and not manage or do anything else, said a mutual fund distribu ....
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May 26, 2026 | 6 Minute Read
Valuation
The Pricing Conversation
My colleague Sayok met him on a warm afternoon. A seasoned MFD. Decades in the business. A respectable book. Loyal clients.
April 21, 2026 | 6 Minute Read
Valuation
Are You Building Something That Outlives You?
Most MFDs I meet do not think of what they have built as a business.
They think of it as an annuity.
A steady stream of trail income.
A monthly commission flow.
A comfortable engine that kee ....
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April 14, 2026 | 9 Minute Read
Valuation
The Proud Founder and The Beautiful Baby
I often see this pattern play out in very similar ways. A founder sits across the table from me. Decent. Hardworking. Self-made. Proud.
March 17, 2026 | 8 Minute Read
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