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.
May 27, 2022 | 2 Minute Read
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.
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.
What do you think is the answer to the headline? Take a few minutes to think about this. Hint: AUM and Revenue – the wrong answers.
23 December, 2022 | 2 Minute Read
As you can see in the Sketch above, there are 4 Types of Technology that an IFA can implement. Most have focused on Technology for Operations, Client Servicing and Practice Managem ....Read More
21 August, 2020 | 3 Minute Read
Steven Pressfield in his marvellous book “Do the Work” says “A perplexed person stands before 2 doors. One Door says “Heaven”. The other says “Books about Heaven”. Wh ....Read More
2 October, 2020 | 2 Minute Read
Signing up is easy but Showing up every day is the most difficult part and drives your performance. For example, Signing up for the gym is easy but showing up every day at the gym ....Read More
28 August, 2020 | 2 Minute Read
I was addressing a group of US RIAs last week on the HappyRich concept. One of the questions that came up was around the value of a financial professional. I thought my response wi ....Read More
28 May, 2021 | 3 Minute Read
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