The Secret Sauce

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.

Every financial professional knows what works.

Show up for clients.
Listen deeply.
Build trust.
Follow a disciplined process.
Stay invested in their lives, not just their portfolios.

It is not a mystery.

But here’s the problem.

The things that work are rarely exciting after a while.

The first client meeting feels fresh.
The first seminar is energizing.
The first referral from a happy client gives you a high.

Then routine sets in.

You have had the same conversations hundreds of times.
You have followed the same process for years.

It starts to feel mechanical.

That’s when many financial professionals begin chasing new tricks.

The next marketing fad.
The hot product.
The quick win.

Something, anything, to break the monotony.

And in that chase, they slowly drift away from what actually works.

The truth is greatness in this profession is built on repetition.

On showing up and doing the right things even when they are no longer thrilling.
On staying committed to your process long after the novelty fades.

Think of a world-class athlete.

They don’t skip their training just because the drills feel repetitive.
They know that mastery comes from doing the basics well, over and over again.

Your clients trust you because you are consistent.
Because you keep doing what works.
Because you don’t get distracted when the excitement dips.

The professionals who thrive are not the ones who reinvent themselves every season.
They are the ones who keep at it, refining, improving, and showing up with the same dedication they had on day one.

In this business, the work only pays off if you keep doing it after it stops being exciting.

That’s what separates the good from the great. And that is the secret sauce.

“Were you expecting something else? You already knew this. The question is, are you still doing it?”