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March 20, 2023

Exposing The Myth of Multitasking

Normally, I use this blog forum to present moments of self reflection. The thought being, if I am going through this, most probably others are as well. Further, the hope being, by publicly “airing this laundry”, collectively, progress will be made. This week, I’m changing things up by publicly ‘airing a grievance’.
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March 1, 2023

Navigating Simplicity of Message When Financial Advice Has Complexity!

I was speaking with my friend Saijal Patel recently. Among her arsenal of gifts and talents lies a ‘superpower’. She has an uncanny knack for simplifying complex financial concepts. She has mastered the art of balancing accessibility for the novice, while retaining sophisticated insight for the educated. I asked her how she refined the skill.
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January 26, 2021

A 'Truly Transformational' Portfolio Management Firm

Company believes it can be the catalyst for growth by offering technology-driven alternative to independent IIROC and MFDA dealers.
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December 16, 2020

Channeling Your Ideal Parent for Your Junior Advisor

I loved my time as a practicing Wealth Advisor. I became close with my clients. Almost too close, as the bulk of my clients were elderly and watching them age, and eventually pass on, was ultimately my undoing. I felt I was losing a family member with each passing, and it took a personal toll on me.
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November 10, 2020

Creating a Culture

A few years ago, I visited a very successful Wealth Management firm in Atlanta. The firm was in excess of 3 billion dollars Assets Under Management, had incredible growth rates, and were looking to enhance their client experience and technology solutions. Which explained my visit.
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October 23, 2020

The Future of Segmentation

Did you use this “Covid time” to do some much needed straightening up? The actual focus of the overhaul is immaterial. What is material, is that in your endeavour to use this ‘excess time’ in your life, you arranged things so that when you needed to access them, they were easy to find and retrieve.
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