Collect or Connect Dots

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.


Isn’t this visual super powerful?

The creator of the above sketch, David Perell wrote, “Read to collect the dots, write to connect them.”

While writing is an amazing way to connect the dots, doing or trying out new things (being curious) is also a way to connect the dots.

How about you? How are you connecting the dots or are you simply collecting as many as you can?

Financial professionals who don’t write or experiment with new approaches may find themselves with a wealth of dots—data points, facts, and figures—but no coherent ‘picture’ that helps them guide and communicate with clients in a comprehensive and compelling way. ‘Writing’, or the act of creation and experimentation, forces you to process you have read, to understand it deeply enough to explain it to others, and to find creative solutions to complex financial situations.

Collaboration is another powerful way to connect the dots. By working together, you can pool your collective ‘dots’ of information, experience, and insight. This collaboration can lead to a much richer and more nuanced picture, one that could be far more beneficial to their clients than what any single professional could create alone. Moreover, collaboration can spark innovation—when you bounce ideas off one another, you might discover new ways of thinking or uncover opportunities you hadn’t considered before.

In a field where trust and expertise are paramount, demonstrating the ability to connect dots into a comprehensive strategy can distinguish you in a crowded market. This means not just accumulating knowledge, but also sharing insights through writing articles, developing new tools, or creating informative content for clients.

By doing so, you become a thought leader and go-to expert in your niche. You are not just seen as salespeople or as passive purveyors of financial products but as proactive, knowledgeable professionals who add tangible value to their clients’ financial lives.

In the end, the question for you is not just how many dots you can collect, but how meaningfully you can connect them.