Who is the Future Advisor?

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.

March 20, 2020 | 1 Minute Read

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The Two Virtues

Amar Pandit , CFA , CFP

David Brooks in his book “The Road to Character” wrote about the distinction between resume virtues and eulogy virtues. Resume virtues are things such as income, net worth, yo ....
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The 3 Layers of Clients

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There are 3 broad layers of clients in our profession according to Dennis Moseley Williams. The first layer comprises people who want something special and will invest more time ....
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Are you Playing Office Office?

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I have seen many distributors and advisors playing Office Office. The game goes like this. We think if only I had this website or that team or that logo, I would acquire clients. ....
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The Golden Buddha

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I am not sure if you have heard this story before. It was too powerful to not write about it. Sometime in the 13th century in Thailand, there was a Golden Buddha statue made. Thi ....
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The Tactics Treadmill

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Have you ever wondered whether you should focus on Twitter/LinkedIn or digital marketing or traditional marketing? Have you wondered about which videos or pieces of communication ( ....
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The 2 Lives

Amar Pandit , CFA , CFP

Steven Pressfield in his book “The War of Art” writes “Most of us have 2 lives. The Life we Live and the Unlived Life within us. Between the two stands resistance. I cannot ....
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