Get This Right
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.
October 21, 2022 | 2 Minute Read
Given the choice between great workflows or great technology, what would you bet the future of your firm on?
I asked the above question to many distributors and advisors. Many said, “technology any day”.
My vote goes to both, but workflows first and then technology in that order.
A great client experience is first a function of world class workflows and processes. Technology is the layer that comes on top of it. Rather it always comes second.
If you don’t get this order right, the Joel Bruckenstein quote below will be the outcome of anything you do on the technology front.
“If you have great technology and crappy workflows, all you have done is automate crappy workflows”.
What about your workflows? Are they crappy or truly world class or somewhere in between?
Similar Post
Nano Learning
The Intellectual Poison
Amar Pandit , CFA , CFP
Do you know what intellectual poison is or what this looks like?
In our world, it comes in the form of forecasts, research reports, articles, books, seminars, webinars, tweets, vid ....
Read More
3 March, 2023 | 2 Minute Read
Nano Learning
The 3 important times to schedule
Amar Pandit , CFA , CFP
As the headline says, there are 3 important times that we all need to schedule on our calendars.
1.Thinking time
2.Learning Time
3.Creation Time
I even managed an acronym for t ....
Read More
13 August, 2021 | 2 Minute Read
Nano Learning
Driving and Flying
Amar Pandit , CFA , CFP
How many of you know cycling and driving?
I believe most (if not all) of us know cycling and driving. In fact, many of you might have amazing cycling and driving skills.
Now imag ....
Read More
26 February, 2021 | 2 Minute Read
0 Comments