Satisfied and Engaged Clients

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.

There is an important distinction that most professionals miss.

It’s the difference between Satisfied and Engaged Clients.

Satisfying the client is one thing but engaging the client is a different ball game altogether.

  • Engaged clients refer more.
  • Engaged clients give you 100% share of their heart and assets.
  • Engaged clients add value in multiple ways.
  • Engaged clients increase the real value of your firm.
  • Engaged clients make you and your firm attractive to others.

If this is true, wouldn’t you like to create more engaged clients.

But first, how many engaged clients do you even have?

Have you done the work of figuring this out?

If not, this is an area you might want to take a look at as soon as you are done reading this Nano.



P.S.: I will be covering the difference between satisfied and engaged clients in HRAC (our Mastery School for Real Financial Professionals). I would also cover different ways to create more engaged clients.