The Real Value We add
![](https://happyrichadvisor.com/wp-content/uploads/2019/12/amrPandit-150x150.png)
![](https://happyrichadvisor.com/wp-content/uploads/2019/12/amrPandit-150x150.png)
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.
![](https://happyrichadvisor.com/wp-content/themes/mfatheme/imgs/calendar-icon.png)
December 24, 2021 | 2 Minute Read
Let me ask you a simple question.
What is the real value that you add in your client’s life?
Are you –
- Helping with Clarifying Goals and figuring out what is really needed or important
- Setting up a process in place to make decisions and coming up with a personalized goal-based plan and portfolio
- Guiding Clients in this changing landscape and helping them to stick with their process through all ups and downs of the market
- Coming between clients and their costly mistakes
- Ensuring they have ENOUGH to maintain their lifestyle
- Ensuring they never ever have to WORRY about Money
- Helping them live the life they have imagined with their money
OR
Are you –
- Analysing the current market and events
- Timing the market
- Identifying the top performing investments
- Beating Benchmarks
Which one of the above do you think is powerful?
Which one is your value proposition?
Similar Post
Nano Learning
Are you getting your Expensive Questions answered?
I truly consider asking meaningful questions as a Key Skill that all of us need to develop. However, I see a lot of focus and sometimes obsession on asking only technical question ....Read More
3 July, 2020 | 1 Minute Read
Nano Learning
The Financial Alchemy
I thought of sharing an interesting insight as a continuation of one of my previous posts “Is the Party Over?” Many of you would have seen Shark Tank India. I saw a few episode ....Read More
3 June, 2022 | 2 Minute Read
Nano Learning
The Skill of Every Century
Philosopher Eric Hoffer wrote, “In times of change, learners inherit the earth, while the learned find themselves beautifully equipped to deal with a world that no longer exists. ....Read More
1 December, 2023 | 2 Minute Read
Nano Learning
6 Myths that IFAs have about their value or how they need to demonstrate their value
As I had mentioned earlier this week, I am presenting the first Nano Learning for you. It will only take 1 minute to read but you should take a few minutes or more to reflect and ....Read More
27 January, 2020 | 2 Minute Read
Nano Learning
The Difference
There is a common question that I have heard many times – I do exactly what you do, or I say exactly what you say. But my results are different. Why is that? Is it because they r ....Read More
3 February, 2023 | 2 Minute Read
Nano Learning
The Explorer
An Australian Advisor said a fascinating thing. She said “Most advisors might be good technical people, but they are not truly entrepreneurial. They are not Explorers. Their bus ....Read More
11 June, 2021 | 2 Minute Read
- 0
- 1
0 Comments