A respected entrepreneur with 25+ years of Experience, Amar Pandit is the Founder of several companies that are making a Happy difference in the lives of people. He is currently the Founder of Happyness Factory, a world-class online investment & goal-based financial planning platform through which he aims to help every Indian family save and invest wisely.
He is very passionate about spreading financial literacy and is the author of 4 bestselling books (+ 2 more to release in 2020), 8 Sketch Books, Board Game and 700 + columns.
The discovery process is a crucial phase in any real financial professional-client relationship. By the way this is different from just a data gathering or fact-finding meeting...
I read a brilliant tweet by EDUpreneur Ana Lorena Fabrega of “Synthesis School”.
She writes “Fitting in pays off in school.
Standing Out pays off in the real world.”
Read .... Read More
I had written a post “The Magic of the Discovery Meeting” sometime back. Many of you loved it. There are four important areas of the discovery meeting that you need to understa .... Read More
Most financial professionals spend a lot of time thinking about one question.
“How do I earn my client’s trust?”
It sounds like the right question.
But if you look closely at .... Read More
Look at this simple but powerful image.
On one side: discouraged.
On the other side: hopeful.
Between the two? Someone who believes in you.
For so many MFDs and advisors, this is t .... Read More
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