Amar Pandit , CFA , CFP

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.

What comes to your mind when you hear CFTC? I hope it’s not Commodity Futures Trading Commission.

CFTC is an acronym that I have devised as they are foundational to our business and profession. 

  1. Care – How do you take Care of your clients? 
  2. FeelHow do you make your prospects and clients Feel
  3. Truth – What are the fundamental truths that you share with your prospects and clients? Remember we are in the Truth and not the Convincing Business.
  4. Conversation – How do you make them Think? Do you ask great questions? Do you help them discover something insightful that they were not aware of? Do you challenge them sometimes when required? 

Most importantly, how are their financial lives better because of the conversations with you? 

Reflect on CFTC in the context of your practice/business.

As always, I look forward to hearing from you.