The IFA Office of the Future
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 5, 2020 | 1 Minute Read
Imagine walking into your office (rather your Office room in your Home) in the morning and looking at an amazing dashboard of your overall business and if new client assets have been added, and so on.
While having your coffee, your CRM is already analysing high priority things for you during the day and week. You will get a clear picture of outside assets as your clients have given you their complete data of assets, liabilities, income, and expenses. You will know that a certain product that has been sold to your client by his bank is up for maturity in the next few weeks.
You can have a video call with your client where both of you can log in respectively to your goal-based dashboards and discuss progress as well as action points.
You can also connect with your client’s spouse who is now in a different country but all of you can see what their family goal looks like and discuss how each can contribute to this family goal.
You can then help your client visualize and see the impact of a potential property sale, capital gains, tax liability and reinvestment options (whether to invest in property, capital gain bonds or any other option). You will also be able to email “What do I do with my property and how does this impact my retirement, wealth and so on” in a few seconds.
All of this by the time you have finished your coffee.
This is not just the Future. This seamless technology exists RIGHT NOW. The key question is whether you are ready to harness this power to drive growth and remain relevant to today’s and future investors.
Similar Post
Nano Learning
Steve Jobs Knew This
In the book “The Daily Stoic”, Author Ryan Holiday wrote, “How you do anything is how you do everything.” Steve Jobs knew this insight intuitively.
29 July, 2022 | 2 Minute Read
Nano Learning
The Cheque Book and Calendar
Carl Richards says, “The cheque book and the calendar never lie.” This is a pretty insightful line as it has an application in every aspect of our life. He says do not tell me ....Read More
3 September, 2021 | 2 Minute Read
Nano Learning
The Parable of the Lazy Lion
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
26 March, 2021 | 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
What The Quote?
I recently came across a quote that I read a few times. It was so good that I decided to dedicate a Nano to this one. Arthur Schopenhauer – “The wise in all ages have always sa ....Read More
8 December, 2023 | 2 Minute Read
Nano Learning
Skeptic or Cynic
Most people confuse the two words mentioned in the headline. Not understanding the difference has real implications for your business. In fact, this might even be costing you time ....Read More
7 October, 2022 | 2 Minute Read
- 0
- 0
0 Comments