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.
June 9, 2023 | 2 Minute Read
We have always looked at technology from a productivity or efficiency perspective.
“I can do this cheaper.
I can save more time.
I can do this faster.”
But no matter how fast technology is, there is no technology that can ever increase the speed of an in-depth conversation between two humans.
And it’s this human-to-human conversation that generates the real value in a typical financial professional – client relationship.
Thus, our technology should also focus on this important source of real value.
The question then is – How are you leveraging technology to capture this real value?
Here is a question for you... What is the greatest alpha that you bring to your customers/clients? The common answers... Beating the Benchmark (this technical one comes first on ....Read More
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This is a wonderful story I had heard a long time ago. I do not know who to give credit for this one as I seriously do not recollect the source. There were many lions in a game re ....Read More
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I begin this Nano with a simple question...The only ask I have is that you answer this truthfully... Do you mostly wait for the perfect conditions to begin something? Or Do you sim ....Read More
29 September, 2023 | 2 Minute Read
Most distributors and advisors obsess over the technical side of money – the products to choose, the benchmarks to beat, costs, returns, designations, better excel sheets and so ....Read More
19 June, 2020 | 1 Minute Read
There is a common question that I have heard many times – I do exactly what you do, or I say exactly what you say. But my results are different. Why is that? Is it because they r ....Read More
3 February, 2023 | 2 Minute Read
In his book, ‘Blend Out’, Robert Sofia wrote, “There is a battle going on in resource-rich states like Texas over the mineral rights on private property. Basically, if you do ....Read More
7 July, 2023 | 2 Minute Read
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