Customer Service versus Expertise
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.
November 12, 2021 | 2 Minute Read
There is often a lot of confusion between customer service and expertise. Many in our profession believe that their customer service is what differentiates them from their competition.
Think about this question – Why do you go to a Surgeon/Doctor/Architect/ Lawyer or any professional?
Assuming you have done some thinking, consider these 2 questions now.
Do you go to a professional for Customer Service?
Or
Do you go to a professional for Expertise?
I believe you go for Expertise. Customer Service is important but will come much later after expertise.
In the Customer Service business, the default assumption is that the customer is always right.
In the Expertise business, the default assumption is that the customer is generally wrong.
It’s not because customers do not know stuff or that they are stupid; it’s simply that they don’t have the perspectives you have. They can’t see the patterns that you can see.
Additionally, their personal feelings and emotions form a part of how they look at their money. You will be able to look at their situation clinically from a third person’s perspective. You can pull the trigger if needed. A scene from the movie, Munnabhai MBBS, concludes this second point well. In the scene, Boman Irani says “When I am doing a surgery, my hands are rock solid and steady. However, if I were to operate on my daughter, my hands would shake.” This is what I meant by their feelings and emotions can sometimes prevent or paralyze them from taking decisions that need to be taken.
So, while customer service is important, you are not in the customer service business; you are in the Expertise Business.
It certainly pays to remember that.
Similar Post
Nano Learning
Someone Who Believes in You
Look at this simple but powerful image.
On one side: discouraged.
On the other side: hopeful.
Between the two? Someone who believes in you.
For so many MFDs and advisors, this is t ....
Read More
1 August, 2025 | 3 Minute Read
Nano Learning
Demo Mindset versus Experience Mindset
I often hear this line “Give me a Demo” when it comes to a Software Product. This has almost become a standard and everyone has accepted this as a way of doing things. However, ....
Read More
19 March, 2021 | 3 Minute Read
Nano Learning
The Forest Level Question
Cost. My brand. My logo. My margins. My independence. My way of doing things. All valid concerns. All understandable. And all dangerously incomplete.
13 February, 2026 | 3 Minute Read
Nano Learning
The Essential Elements of Getting Referrals
On a lighter note, the next 3 Nanos are a part of what I call the 'Two Series'... There are 2 essential elements of getting referrals…
18 August, 2023 | 1 Minute Read
Nano Learning
Systems versus Goals
James Clear, Author - Atomic Habits, wrote these powerful lines: “You do not rise to the level of your goals. You fall to the level of your systems.
Your goal is your desired o ....
Read More
11 March, 2022 | 2 Minute Read
Nano Learning
This Person Learns Most in The Classroom
James Clear wrote, “The person who learns the most in the classroom is the teacher. If you really want to learn a topic, then teach it. Write a book. Teach a class. Build a produ ....
Read More
19 September, 2025 | 3 Minute Read



- 0
- 0
0 Comments