Nano Learning
Your Mood Is Not Your Strategy
Amar Pandit , CFA , CFP
James Clear wrote something very insightful about mental toughness.
“Do the circumstances dictate your mood and emotions? Or do you choose your mood and emotions, and the situation is some ….
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October 9, 2026 | 2 Minute Read
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Love Your Clients
Amar Pandit , CFA , CFP
I came across this simple but mind blowing visual recently. It shows what might be one of the most powerful customer acquisition models I have ever seen.
At the top of the funnel are your ex ….
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October 6, 2026 | 16 Minute Read
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Nano Learning
Your Clients Don’t Have Investment Problems
Amar Pandit , CFA , CFP
I was listening to a podcast recently and a seasoned financial advisor in the US said, “I don’t have clients with investment problems. I have investments with client problems.”
While it ….
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October 2, 2026 | 2 Minute Read
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The Value Your Clients Don’t Know How to Ask For
Amar Pandit , CFA , CFP
One of the biggest challenges I hear financial professionals talk about is remarkably simple.
How do I communicate my value?
It is an important question because almost every prospective clie ….
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September 29, 2026 | 14 Minute Read
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Nano Learning
The Real Gap
Amar Pandit , CFA , CFP
I recently came across an amazing quote by Coach Mike Tomlin.
“It’s not what you are capable of; it’s what you are willing to do. Plenty of people are capable. Fewer people are willing.” ….
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September 25, 2026 | 1 Minute Read
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