This Magic Pill will solve all your problems…

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.

August 3, 2021 | 6 Minute Read

Tell me if this sounds familiar.

  • You are wasting time working with too many non-ideal clients who blame you for everything that ever goes wrong.
  • You aren’t sure how to attract and close clients virtually in a COVID and Post-COVID world.
  • You’re not sure how to market what you do, and who to market to. I.E. You have no real marketing strategy.
  • You want to grow but are not sure about the specifics of what it would take. Even if the mark to market in AUM has helped you now, sometimes you feel like you have no hope. The industry is going south – and you’ve been jaded by everything that’s happened in the last 10 years.

If that sounds like you… trust me, you’re not alone.

Almost all the distributors I talk to feel super stressed.

We face too much competition around price, performance, and product.

The regulations on our industry are increasing exponentially, and we are not adapting nearly fast enough.

Times are tough (and yet, there’s so much opportunity, that the Fear of Missing Out can be overpowering!).

I know what you’re going through because I’ve been there before.

But I can promise you two things.

  1. It does get better.
  2. I’m here to help.

What if I told you I had a magic pill that would allow you to:

  • Grow your business and your client’s wealth with intentionality and purpose
  • Deepen relationships with a hand-selected crew of clients you enjoy working with
  • Clearly understand the most important marketing and sales strategies you can apply
  • Gain confidence
  • Gain clients
  • Gain wallet share

You’d take the pill, right?

Well… unfortunately, I don’t have a pill. Because magic pills are for fairy tales, and this is real life.

But what I have to offer you is the next best thing. It won’t work overnight, like magic. But it will work.

My version of a magic pill is called Real Financial Professional, and it’s a program Carl Richards and I are super excited to announce!

Click here to know more about the program

We had secretly launched this program and the first 50 people have gone through the program. We have got glowing recommendations for it and 98% of the participants have ranked it as the finest program they have ever attended (not one of the finest but the finest).

Well don’t just take our word for it.

Watch two of your fellow members speak about the program.

Here is a written one from Nitin Makhija, Optigains Private Wealth, Delhi.
—
First of all, thanks for the excellent program. It was very well articulated and for me was an eye opener for sure.

It taught me on how we need to think out of box in order to thrive in our business. The detailed software analysis for on- boarding clients and the well-defined parameters for gauging the risk, goals etc was just so well defined. The program taught us the importance of goal planning for our clients and how it can help us in getting the maximum wallet share of the client.

The videos of Carl were also very inspiring as it taught us how to do segmentation of our clients and the tools to stay engaged with them.

It made me realise that we all work in an old school of thought while doing work for our clients but we need to innovate and that too soon.

It was truly a motivational and inspiring program conducted.

Would like to thank Mr Natarajan also for throwing his enriched insights into the program. His wisdom about this profession was surely appreciable and commendable.

Thanks again and would surely want to be in constant touch with you and your team.
—

Carl and I are fascinated with the love that we have received for this program. We have created this program with a lot of passion and love to make a real difference in your business and life.

We are now opening our next batch limited to the first 25 people only launching on 20th August 2021.

Click here to know more about the program and sign up (Seats fill fast).

We would love to hear from you.

More soon,

Carl & Amar

 

P.S. We will also be sending a series of emails about the program. Pardon me but this is the first time in the last 20 months, I am going to send a series interesting emails about the program. If you chose not to receive this, let us know and we will make sure we don’t send you these emails.