by Manish Khatta | Apr 4, 2024 | Advisors, Manish
I recently wrote about how financial advisors can 10x their firm in a short period of time. We are now making a big new bet on something old, which we believe will increase our business by 20x in the next 5 years. Mark my words! While the industry is yelling at you...
by Manish Khatta | Mar 14, 2024 | Investment Management
I was disappointed after reading an article in The Financial Times that discussed how much of investment managers’ own money is invested in their own products. According to a 2016 study by The Financial Times of data provided by Morningstar, “half of the 15,000 mutual...
by Manish Khatta | Feb 29, 2024 | Advisors, Manish
I have always subscribed to Marcus Lemonis’ three P’s of business: people, process, and product. After taking over the company in 2017, I focused on the process and product part of this equation. I have always thought if you nail the process and product portion,...
by Manish Khatta | Feb 22, 2024 | Investment Management
Back in the fall of 2017, the CEO of restaurant chain Panera Bread, Ron Shaich, made headlines in the business media by goading the leaders of fast-food burger joints (e.g., McDonald’s, Burger King, Wendy’s) to eat their own cooking, specifically the menu items...
by Manish Khatta | Feb 15, 2024 | Advisors, Investment Management, Manish
No one likes to change systems. Payroll, marketing, operations, etc., no matter what it is and no matter what you were promised, it is going to be a miserable experience. Like, fall in the mud and get kicked in the head with an iron boot. But–if you don’t ask...
