The Most Important Thing to do for every IFA Today

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.

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:

  1. Clients are not going to have confidence in you and your plan.
  2. You can (rather you will) lose them as a client. 
  3. The key source of growth is referrals: you will not get any referrals.

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.