by Dan Vosgerichian | Nov 4, 2025 | Uncategorized, Blog
There’s an African proverb often quoted by Warren Buffett that speaks directly to the heart of leadership in wealth management: “If you want to go fast, go alone. If you want to go far, go together.” It’s a simple truth with profound implications. In an industry where...
by Dan Vosgerichian | Sep 12, 2025 | Blog
Volatility doesn’t just live in the market — it lives in a fund manager’s physiology in the form of emotion. Just as fund managers can learn to manage price swings and make better decisions, they can also learn to manage emotional swings through psychological skills...
by Dan Vosgerichian | Sep 12, 2025 | Blog
In Schwab’s 2025 Independent Advisor Outlook Study — Trust, Talent and Technology Shaping the Next Era of Independent Advice — two industry priorities emerged: Building teams for tomorrow: Strategic thinking, tech fluency, and emotional intelligence The client...
by Dan Vosgerichian | Sep 12, 2025 | Blog
The Truist Leadership Institute, a research and advisory arm of Truist Bank, recently conducted a comprehensive review of the field of executive presence. Their findings, published in Executive Presence: Disrupting What We Think We Know, challenge many of the...
by Dan Vosgerichian | Sep 12, 2025 | Featured Articles
In the world of fund management, billions can hinge on a single decision. The pressure is relentless — market volatility, performance demands, and internal scrutiny create a psychological strain that few professions encounter. Peter Lynch, one of the most successful...
