The 2 Ts

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.

November 19, 2021 | 2 Minute Read

These 2 Ts are the foundational elements of our profession. 

I am sure you can guess them.

They are “TRUST and TRUTH”.

We are not in the Money Business; We are in the Trust Business.

We are also not in the Convincing Business; We are in the Truth Business.

You don’t have to convince anyone. You simply have to speak the Truth and deliver a client experience that evokes Trust. The people who truly value you for who you are and what you can deliver (Trust, Truth, and Expertise) will sign up with you.

Think about a world class doctor. This doctor will never convince you. She/He will thoroughly diagnose you by getting you to go through their process. You will get the comfort and security that they have truly understood your problem or situation. Voila! Trust is established. 

The same applies to us.

Thoroughly Diagnose your prospective clients.

Have a world class process and client experience. Let your prospective clients experience something they have never experienced before.

Do you still think you have to convince prospective clients?