Are You Prioritizing What’s Truly Important?

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.

Author Larry Winget wrote, “It’s not that we don’t have time. It’s that we don’t have time for the things that are really important. There is always enough time to do what’s really important, but we get caught up doing things that aren’t important.

Does this ring a bell?

There are times when I do this too. I bet you do it too. This behavior is common in our industry/profession. In short, we hide behind things…We hide behind certifications…We hide behind the color of logos and size of fonts… We hide behind busyness.

You often find yourself caught up in activities that do little to move the needle in your business. Whether it’s obsessing over the perfect marketing materials, attending endless seminars for yet another certification, or spending hours tweaking presentations to get the font just right, these activities can serve as distractions from what truly matters: building relationships with clients and delivering exceptional value.

The real value in this business comes from understanding your clients’ needs, providing personalized services, and continuously improving the client experience. Instead of hiding behind superficial tasks (and being busy), you should focus on activities that directly impact your clients and business growth. This includes proactive client acquisition, client engagement, strategic planning, and staying abreast of things that will help you capture 100% Share of Heart and Wallet of your ideal clients.

Remember, the key to success in this business is not in the minutiae of operational details but in the meaningful connections and value you provide to your clients.

Ask yourself – How are you building these connections?  What is the value that you are delivering? How do you demonstrate (and communicate) this value in the first meeting?

Prioritize what’s important and let go of the distractions. This shift in focus can lead to more effective time management, greater client satisfaction, and ultimately, a more valuable business.