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Reflecting on the year gone by, could you share the key business lessons that 2023 taught?
2023 taught us two key business lessons. First, it is crucial to create capacity to improve overall efficiency. Next, it is also essential to have independent research teams to stay on top of market happenings, especially during bullish times.
What are your aspirations for the coming year? How do you see growing your distribution business?
For our RIA business, we continue to see strong demand from investors seeking fee-only advice that can be delivered from an independent platform.
Which new business skills are you desirous to learn in 2024? And why?
As teams get larger and artificial intelligence becomes more mainstream, our focus will be on both, improving people skills and learning how to better the use of artificial intelligence in our financial planning practices. These will be our key focus areas in 2024.
Which investor category do you sense is still untapped and should be explored in the coming year?
We continue to believe that investors looking for fee-only advice are growing rapidly and continue to hold huge potential.
