Nano Learning
An Important Question
![](https://happyrichadvisor.com/wp-content/uploads/2019/12/amrPandit-150x150.png)
Amar Pandit , CFA , CFP
There’s a very important question we all need to ask ourselves from time to time. Say it with me… Why? Why do we conduct our first meeting this way? Why do we not have referral ….Read More
July 26, 2024 | 2 Minute Read
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Growth
Introducing “The Questionology of Money”
![](https://happyrichadvisor.com/wp-content/uploads/2019/12/amrPandit-150x150.png)
Amar Pandit , CFA , CFP
In the world of finance, data is abundant. Numbers flood our screens, charts crowd our reports, and forecasts attempt to paint the future with varying shades of confidence. Yet, de ….Read More
July 23, 2024 | 5 Minute Read
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Nano Learning
The True Measure of Your Success
![](https://happyrichadvisor.com/wp-content/uploads/2019/12/amrPandit-150x150.png)
Amar Pandit , CFA , CFP
I have experimented with a different format for this Nano…I have attempted a poem on the work that you do…It’s about the power of the work you do…The inspiration for this w ….Read More
July 19, 2024 | 2 Minute Read
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Growth
From Blind Spots to Bright Spots
![](https://happyrichadvisor.com/wp-content/uploads/2019/12/amrPandit-150x150.png)
Amar Pandit , CFA , CFP
We all have blind spots, and the bitter truth is, you can’t see your own. I can’t see my own…And you can’t see yours… Let me give you an example. One time, I was having a ….Read More
July 16, 2024 | 5 Minute Read
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Nano Learning
The Core Experience
![](https://happyrichadvisor.com/wp-content/uploads/2019/12/amrPandit-150x150.png)
Amar Pandit , CFA , CFP
I recently heard someone say in the context of the restaurant industry, “Client service on its own doesn’t drive organic growth if the food or the core experience is not good. ….Read More
July 12, 2024 | 2 Minute Read
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