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.
April 24, 2020 | 1 Minute Read
What is the Most Important thing for you to do today?
Communicate with your Clients.
Just imagine you are on a flight that hits some extremely rough weather. If your pilot does not communicate with you, how would you feel… Of course, you can’t jump out of the flight but how would you feel?
Your clients might be feeling the same in today’s environment.
They need you more than at any point of time. Like I have mentioned before, this is the time to play a leadership role in their lives.
If you do not communicate:
The Smart Advisor is already Communicating. You are making it easy for other firms to take on your Clients.
What are you waiting for?
P.S. Let us know if you need any help in terms of communicating with your Clients.
A Map gives a specific direction between 2 places. A Compass on the other hand only gives Direction. We often look for a Map in everything we do. However sometimes, a compass is al ....Read More
18 December, 2020 | 2 Minute Read
Another lovely idea from James Clear. “If you want to be in the top 1% of a particular domain, then you can’t take your cues from and follow the social norms of 99% of peopl ....Read More
10 December, 2021 | 2 Minute Read
One thing that I see now among financial professionals in our industry is Anxiety. There are several reasons for this and for many of us this is probably the most challenging phase ....Read More
23 October, 2020 | 2 Minute Read
Most people confuse continuity planning with succession planning and vice-versa. Broadly, they both seem the same because succession planning does provide continuity planning. But ....Read More
21 October, 2022 | 2 Minute Read
Jim Kwik in his book “Limitless” writes “one of the only infinite resources in this world is Human Potential. Almost everything else is finite, but the human mind is the ulti ....Read More
11 December, 2020 | Minute Read
Henry Ford once said that if I had asked consumers what they need, they would say Faster Horses. However, the reality was that they needed cars. Fast forward today in our industry ....Read More
29 May, 2020 | 1 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