Nano Learning
Your Clients Don’t Always Know Their Real Problem
Amar Pandit , CFA , CFP
In my Nano, “Your Clients Don’t Have Investment Problems”, I wrote about something a seasoned financial professional said: “I don’t have clients with investment problems. I have inve ….
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October 16, 2026 | 1 Minute Read
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Featured
It Is Not Enough to Love Your Clients…They Have to Feel It
Amar Pandit , CFA , CFP
In my last essay, I wrote about a wonderfully simple customer acquisition model.
Love your clients.
Some of them will love you back.
They will tell their friends about you. Some of those fri ….
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October 13, 2026 | 18 Minute Read
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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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Featured
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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