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.
November 5, 2021 | 2 Minute Read
Imagine a surgeon telling you this.
I have done 25000 surgeries.
Or
I have saved 25000 lives.
Which one is more powerful?
The first line is about the surgeon’s activity and about the surgeon. The second line is about the lives he/she saved. It’s about them.
Similarly in our profession/industry, these are the 2 statements
a. I manage Rs.1000 Crores.
Or
b. I make a difference in the lives of 500 families with my counsel/guidance or I manage the financial lives of 500 families.
Assets Under Management AUM
Or
Lives Under Management (LUM)/Families Under Management(FUM)/Goals Under Management (GUM) or Dreams Under Management (DUM).
Which of these is powerful?
There’s a very important question we all need to ask ourselves from time to time. Say it with me… Why? Why do we conduct our first meeting this way? Why do we not have referral ....Read More
26 July, 2024 | 2 Minute Read
The Future of Advisor is one who has -Conversation skills -Understanding of Behavioural Finance -Emotional Intelligence -The Right Technology And utilizes these to deliver at ....Read More
20 March, 2020 | 1 Minute Read
While the headline might come across as a bit odd, it will make sense as you navigate through this Nano. Now Imagine yourself doing something new. “What happens after you st ....Read More
8 July, 2022 | 2 Minute Read
James Clear (Author of Atomic Habits) wrote this wonderful idea. “Mastery requires both impatience and patience. The impatience to have a bias towards action, to not waste ti ....Read More
3 December, 2021 | 2 Minute Read
As we know, Trust and Truth are the 2 pillars of our industry and profession. All the work we do is based on the foundation of trust and truth. Maintaining a lifetime of trust with ....Read More
18 March, 2022 | 2 Minute Read
In the world of financial services, the concept of hospitality goes beyond service. It’s about creating an experience where clients feel valued, understood, and genuinely cared f ....Read More
11 October, 2024 | 2 Minute Read
Listen to the article.
Pause audio.
Resume audio.
One of my colleagues will be in touch with you shortly.
Stay ahead of the curve in adopting the best practices and strategies for your business.
You have been added to our mailing list and will update you about our latest blog posts.
0 Comments