Learn Something New or Practice Something New

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.

February 14, 2020 | 1 Minute Read

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What are you Paid For?

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Let me give you a hint with a James Whistler quote. “An artist is not paid for his labor but for his vision.” You are an artist too. At least the best ones are. Personal Fina ....
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Are you Playing Office Office?

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I have seen many distributors and advisors playing Office Office. The game goes like this. We think if only I had this website or that team or that logo, I would acquire clients. ....
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There is tech for providing access. There is tech for firing transactions. There is tech for CRM and operations. And there is tech for reporting. In short, we have tech like the pi ....
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Five Questions You Must Answer Before It’s Too Late

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Most mutual fund distributors rarely ask themselves these questions. They focus on managing client portfolios. They think about returns, AUM growth, and new clients. But very few t ....
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The Messenger and the Brand

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Here is a question for you. What’s Your Brand? Does the question seem correct? Or should I reword it as “Who is your Brand?” Sam Palmisano, the former CEO of IBM, no ....
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The Biggest Client

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I asked many of you a simple question. Who is your biggest client? There were different names that I received. Try answering this question, chances are a name or two must hav ....
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