The Similarity between Horses and Excel

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.

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Henry Ford once said that if I had asked consumers what they need, they would say Faster Horses. However, the reality was that they needed cars.

Fast forward today in our industry/profession, we see a lot of people using Excel for financial planning.

Some even say “My Excel is Better”.

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This is like Faster Horses and I see many planners stuck in that Better Excel Zone.

The need of the hour is not Better Excel…The need of the hour is a World Class Digital Experience for your prospects, clients and for you.

Think about it…