Are You Prioritizing What’s Truly Important?


Amar Pandit
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 7, 2024 | 2 Minute Read
Author Larry Winget wrote, “It’s not that we don’t have time. It’s that we don’t have time for the things that are really important. There is always enough time to do what’s really important, but we get caught up doing things that aren’t important.”
Does this ring a bell?
There are times when I do this too. I bet you do it too. This behavior is common in our industry/profession. In short, we hide behind things…We hide behind certifications…We hide behind the color of logos and size of fonts… We hide behind busyness.
You often find yourself caught up in activities that do little to move the needle in your business. Whether it’s obsessing over the perfect marketing materials, attending endless seminars for yet another certification, or spending hours tweaking presentations to get the font just right, these activities can serve as distractions from what truly matters: building relationships with clients and delivering exceptional value.
The real value in this business comes from understanding your clients’ needs, providing personalized services, and continuously improving the client experience. Instead of hiding behind superficial tasks (and being busy), you should focus on activities that directly impact your clients and business growth. This includes proactive client acquisition, client engagement, strategic planning, and staying abreast of things that will help you capture 100% Share of Heart and Wallet of your ideal clients.
Remember, the key to success in this business is not in the minutiae of operational details but in the meaningful connections and value you provide to your clients.
Ask yourself – How are you building these connections? What is the value that you are delivering? How do you demonstrate (and communicate) this value in the first meeting?
Prioritize what’s important and let go of the distractions. This shift in focus can lead to more effective time management, greater client satisfaction, and ultimately, a more valuable business.
Similar Post
Nano Learning
The Skill of Every Century
Philosopher Eric Hoffer wrote, “In times of change, learners inherit the earth, while the learned find themselves beautifully equipped to deal with a world that no longer exists. ....
Read More
1 December, 2023 | 2 Minute Read
Nano Learning
Commit to Winning, Commit to Your Clients
I recently saw a billboard with a Nike Ad that read “If you don’t want to win...you have already lost.
Just Do It...”
As real financial professionals, our mission isn't j ....
Read More
16 August, 2024 | 2 Minute Read
Nano Learning
Mediocrity versus Mastery
Mediocre People look for Tips, Shortcuts and now Hacks.
Masters know they have to achieve Mastery.
Look at this Sketch carefully and reflect.
You would have figured that the s ....
Read More
4 December, 2020 | 2 Minute Read
Nano Learning
The Explorer
An Australian Advisor said a fascinating thing.
She said “Most advisors might be good technical people, but they are not truly entrepreneurial. They are not Explorers. Their bus ....
Read More
11 June, 2021 | 2 Minute Read
Nano Learning
The 2 Questions to ask yourself TODAY
While there are many good questions that I have written in my content library, I am sharing 2 questions that you need to ask yourself TODAY.
1. Will this solve my problem, or Will ....
Read More
16 October, 2020 | 2 Minute Read
- 0
- 0
0 Comments