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.
October 21, 2022 | 2 Minute Read
Given the choice between great workflows or great technology, what would you bet the future of your firm on?
I asked the above question to many distributors and advisors. Many said, “technology any day”.
My vote goes to both, but workflows first and then technology in that order.
A great client experience is first a function of world class workflows and processes. Technology is the layer that comes on top of it. Rather it always comes second.
If you don’t get this order right, the Joel Bruckenstein quote below will be the outcome of anything you do on the technology front.
“If you have great technology and crappy workflows, all you have done is automate crappy workflows”.
What about your workflows? Are they crappy or truly world class or somewhere in between?
What do you think is the answer to the headline? Take a few minutes to think about this. Hint: AUM and Revenue – the wrong answers.
23 December, 2022 | 2 Minute Read
Seneca, the Stoic Philosopher said these golden words – It is not because things are difficult that we do not dare. It is because we do not dare that they are difficult.
16 September, 2022 | 0 Minute Read
We spend so much time trying to make everything in our lives as easy and convenient as possible. Sometimes that’s a good idea.
20 October, 2023 | 2 Minute Read
The Future of Advisor is one who has -Conversation skills -Understanding of Behavioural Finance -Emotional Intelligence -The Right Technology And utilizes these to deliver at ....Read More
20 March, 2020 | 1 Minute Read
While the previous Nano “The BH Formula” focused on the formula for success, this Nano will simply give a Number for Success. What do you think this number is? Can you take a ....Read More
1 July, 2022 | 2 Minute Read
In the previous Nano, I wrote that Simple is not Easy. In this one, I write about the price of Easy. Most people don't realize this but there is a price to be paid in doing easy t ....Read More
23 July, 2021 | 2 Minute Read
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