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?
If there is one skill that all of us need to truly master, it’s this. Have you guessed it? Let me give you a hint with a Maimonides quote: “The risk of a wrong decision i ....Read More
29 October, 2021 | 2 Minute Read
Author Shane Parrish wrote some very insightful lines on success and environment. “Success is often a product of the environment. While a polar bear might thrive in the arctic, ....Read More
10 May, 2024 | 2 Minute Read
What is the answer to this headline question? If you are asked this question, chances are you will either give the suburb name or the city name or the country name (if you are tr ....Read More
21 April, 2023 | 1 Minute Read
I recently heard someone say in the context of the restaurant industry, “Client service on its own doesn’t drive organic growth if the food or the core experience is not good. ....Read More
12 July, 2024 | 2 Minute Read
Do you know the impact of your work on the lives of your clients? It’s far more powerful than what you might be thinking or not thinking. Joy Lere, a clinical psychologist, w ....Read More
31 March, 2023 | 2 Minute Read
Listen to the article.
Pause audio.
Resume audio.
One of my colleagues will be in touch with you shortly.
Stay ahead of the curve in adopting the best practices and strategies for your business.
You have been added to our mailing list and will update you about our latest blog posts.
0 Comments