Who is the Future Advisor?

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.

March 20, 2020 | 1 Minute Read

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Your Tribe

Amar Pandit , CFA , CFP

Another lovely idea from James Clear. “If you want to be in the top 1% of a particular domain, then you can’t take your cues from and follow the social norms of 99% of peopl ....Read More

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The Biggest Client

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I asked many of you a simple question. Who is your biggest client? There were different names that I received. Try answering this question, chances are a name or two must hav ....Read More

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The Insane Wealth-Tech Recruitment Model

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I know you know this but even then, I thought of writing this line: Within the FinTech space, our industry comes under the category of Wealth-Tech. In this Nano, I am sharing an ....Read More

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Satisfied and Engaged Clients

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There is an important distinction that most professionals miss. It’s the difference between Satisfied and Engaged Clients. Satisfying the client is one thing but engaging the cli ....Read More

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Are you the Cheapest or the Best?

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It’s not rocket science that there is a big difference between being the cheapest and being the best. There is this mad obsession among IFAs and RIAs about cost, low cost, even ....Read More

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Great Financial Hospitality Requires This?

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In the world of financial services, the concept of hospitality goes beyond service. It’s about creating an experience where clients feel valued, understood, and genuinely cared f ....Read More

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