Psychological Flexibility and You

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.

 

In psychology, there is a concept called psychological flexibility.

It is the ability to respond to obstacles successfully while continuing to move toward your chosen goals, even when the path is emotionally tough.

It means you acknowledge and accept your emotions. You do not pretend they are not there. But you also do not let them control you.

For financial professionals, this is more than a theory. It is a survival skill.

Markets will rise and fall. Clients will sometimes make impulsive decisions. Regulators will change rules. Competitors will try to lure away your clients. These events will trigger emotions such as frustration, fear, anger, self-doubt.

The easy reaction is to let those emotions take the driver’s seat. To panic when clients panic. To abandon your process because the noise is too loud. To take shortcuts because the long game suddenly feels hard.

Psychological flexibility is about doing the opposite.

You feel the fear but still follow your plan. You hear the noise but stay committed to your clients’ long-term interests. You acknowledge the frustration but still make the next right call.

Think about it like a seasoned marathon runner. Midway through the race, their legs hurt. Their lungs burn. The weather changes. The crowd starts disappearing. They do not deny these challenges. But they keep moving toward the finish line because they know why they started.

In your work, your “finish line” is your clients’ success. It is their financial security. Their ability to live the life they have imagined.

When you practice psychological flexibility, you stop letting temporary discomfort dictate permanent decisions. You focus on what matters, even when it is hard.

That is how you become the kind of financial professional your clients can trust. Not because you never face challenges. But because you keep moving forward, no matter what.