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 23, 2020 | 2 Minute Read
One thing that I see now among financial professionals in our industry is Anxiety. There are several reasons for this and for many of us this is probably the most challenging phase of our careers. I cannot think of a better word than “Flow” if I had to tell you one word to address your challenges. What do I mean by Flow? Psychologist Mihaly Csikszentmihalyi’s book “Flow: The Psychology of Optimal Experience” captures this brilliantly and it is a powerful concept that you must understand.
Mihaly says that to get into Flow, 2 things must happen:
I see many of you setting goals, but the issue happens at the second step.
Look at the Sketch below
When your Skill > Challenge, you get Bored.
When your Skill < Challenge, you feel Anxious. This is exactly what is happening with many distributors and advisors today.
The challenges that we are facing are enormous. We thus require the skills to tackle these challenges. Thus, the need of the hour is to build the Skills that are necessary for you to match or overcome the challenges that you are facing.
a. Write down the Challenges you are facing.
b. Identify the Skills that are necessary to overcome these.
c. Just Do the Work and Start building these Skills TODAY.
Ryan Holiday in his book “The Obstacle is the Way” wrote, “On the battlefield or in the boardroom, across oceans and many centuries, members of every group, gender, class, ca ....
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24 March, 2023 | 2 Minute Read
Many of us make the mistake of trying to bring every client on board. We think more clients automatically mean more success. But this couldn’t be further from the truth.
Your goa ....
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29 November, 2024 | 2 Minute Read
In his book,"Unreasonable Hospitality" Restaurateur Will Guidara, wrote about a question he asks everyone. “What’s the difference between service and hospitality?
4 October, 2024 | 2 Minute Read
As we know, Trust and Truth are the 2 pillars of our industry and profession. All the work we do is based on the foundation of trust and truth. Maintaining a lifetime of trust with ....
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18 March, 2022 | 2 Minute Read
If you thought migrating AUM was hard, try migrating hearts.
Because that’s what trust is. It’s emotional. Invisible. Personal.
And here’s the deeper truth—you don’t just ....
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23 May, 2025 | 3 Minute Read
Your clients have trusted you for years.
They’ve followed your advice.
They’ve grown their wealth.
And they believe in you.
But here’s a question most advisors never ask:
Am ....
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20 June, 2025 | 1 Minute Read



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