I remember the early days, not so long ago, when the world of hedge funds felt like a grand, chaotic orchestra, each musician playing their part but often without a conductor. There was an exhilarating buzz, a constant hum of activity, but beneath the surface, a lot of things were held together by sheer willpower […]
I remember a time, not so long ago, when my desk looked like a battlefield of sticky notes and overflowing folders. Each client, a different color of note, a different folder thickness, a different set of reminders tucked away. As a financial advisor, operating here in the bustling, regulated landscape of the USA, my days
I remember a time, not so long ago, when managing client relationships in the world of investment felt a bit like juggling. Each client was a separate file, a stack of papers, a series of notes scribbled in a planner, and a mental map of their unique financial goals and personal quirks. We prided ourselves
