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.
July 24, 2020 | 1 Minute Read
We all would have come across messages, posts, and webinars about The New Normal. Last week, I came across the trailer of the movie “Shakuntala Devi” and there was a very interesting dialogue by Vidya Balan, “Why should I be Normal when I can be Special?” I simply loved this line and thus this simple sketch & thought.
As an IFA, why should you be Normal to your clients when you can be Special in their lives.
The New Special IFAwill have the following:
Mindset of a Champion/Leader
A Fresh Value Proposition that will deeply connect with their clients and prospects
The Skill to deliver a Wow Client Experience
The Skill to Acquire Clients Virtually
Mindset to Never Retire from Learning
Be the Chief Change Officer at the firm (This is every CEO’s new key Role)
Quick in Taking Decisions
Will Practice, Practice and Practice (Chase Excellence)
Will have Action Quotient > IQ (Actually do something)
In the New Normal, your prospects and clients need and deserve an IFA who will play a Special role in their lives.
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