Are you Playing Office Office?

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.

January 29, 2021 | 2 Minute Read

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. People keep playing this game hiding behind silly things even wasting time when they essentially should be doing these 2 things in a disciplined manner. This can be done by anyone whether you are just starting off (and are a solo practitioner) or 40 years in this profession.

The 2 things are:

  1. Spend 2 Hours every day on Prospecting. This could be anywhere from writing emails to prospects, working on a Referral Strategy, curating content for your clients, and even warm calling centres of influence you know (not to forget cold calling prospects in an intelligent way). If you are not comfortable with cold calling people, there are 100 other prospecting things you could do. I cannot cover everything in this Nano as the objective is to get a key point across.
  2. Spend 3-4 Hours on Prospect and Client Meetings. The split between these is a function of how many clients you already have and your capacity to take on new clients.

Ask yourself.

Am I spending real time on these every day? You can also designate Tuesday, Wednesday, Thursday, and Saturday (if you work on Saturdays) as your Prospecting and your Prospect/Client Meeting Days.

Are you doing this real work?

There is no Excuse for not doing this work and if you have any, please write to me. I will respond to your email with a solution.

So, let us stop playing Office Office and do what is really necessary for our businesses to flourish.