The Real Value
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.
June 9, 2023 | 2 Minute Read
We have always looked at technology from a productivity or efficiency perspective.
“I can do this cheaper.
I can save more time.
I can do this faster.”
But no matter how fast technology is, there is no technology that can ever increase the speed of an in-depth conversation between two humans.
And it’s this human-to-human conversation that generates the real value in a typical financial professional – client relationship.
Thus, our technology should also focus on this important source of real value.
The question then is – How are you leveraging technology to capture this real value?
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