The New Special

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.

We all would have come across messages, posts, and webinars about The New Normal. Last week, I came across the trailer of the movie “Shakuntala Devi” and there was a very interesting dialogue by Vidya Balan, “Why should I be Normal when I can be Special?” I simply loved this line and thus this simple sketch & thought.

As an IFA, why should you be Normal to your clients when you can be Special in their lives.

The New Special IFA will have the following:

  • Mindset of a Champion/Leader
  • A Fresh Value Proposition that will deeply connect with their clients and prospects
  • The Skill to deliver a Wow Client Experience
  • The Skill to Acquire Clients Virtually
  • Mindset to Never Retire from Learning
  • Be the Chief Change Officer at the firm (This is every CEO’s new key Role)
  • Quick in Taking Decisions
  • Will Practice, Practice and Practice (Chase Excellence)
  • Will have Action Quotient > IQ (Actually do something)

In the New Normal, your prospects and clients need and deserve an IFA who will play a Special role in their lives.