Get This Right


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 Insane Wealth-Tech Recruitment Model
I know you know this but even then, I thought of writing this line: Within the FinTech space, our industry comes under the category of Wealth-Tech. In this Nano, I am sharing an ....Read More
4 March, 2022 | 2 Minute Read
Nano Learning
2 Things happen when you do something
When you do something, there are 2 possibilities. You Win or You Learn. Either way, you Win. This is how Champions think. People with a Mediocre or Fixed Mindset think about fa ....Read More
25 September, 2020 | 2 Minute Read
Nano Learning
The Writer In You
Whether you realize it or not, you are already a writer. Even if you don’t write a book or columns/blog posts, you are still a writer. Because you write messages. You answer ....Read More
5 May, 2023 | 2 Minute Read
Nano Learning
This is Key for you to Thrive in the Next 3, 10 and 30 years
I am sure most of us would have gone to the gym at some point of time in our lives. What do you do when you exercise? Do you lift the lightest weight or the heaviest weight? ....Read More
18 September, 2020 | Minute Read
Nano Learning
Which Door do you Prefer?
Steven Pressfield in his marvellous book “Do the Work” says “A perplexed person stands before 2 doors. One Door says “Heaven”. The other says “Books about Heaven”. Wh ....Read More
2 October, 2020 | 2 Minute Read
Nano Learning
The Most Important Questions
Last week, I met a distributor friend (Dilip Phadke) and we had an interesting conversation. Dilip said, “I have been thinking about selling but I guess I am not ready to sell. ....Read More
23 June, 2023 | 2 Minute Read
- 0
- 0
0 Comments