Why this blog?

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.

January 1, 2020 | 3 Minute Read

Lately, there are so many resources available to you including newsletters, advisor networks, websites that talk about what other advisors are doing and so on. While some of them are good, all the content is centered around that this advisor did this, another advisor has done that, and the new one has done this. So, does this really help you? This leads to information overload for 99.99% of the advisors and most are not sure how this applies to them. One advisor asked me “What do I do and what is relevant for me?” Another asked “What should my business model be? I don’t know how to grow my business with all that is happening around.

There is no resource that tells you – this is how you build your firm, this is the business model that you need to follow that will allow you to meaningfully grow your business and enjoy working with your clients. No one also tells you that as you grow from ₹0 to ₹5000 Crore, you will hit growth barriers at different AUM levels and how to address these growth barriers. There is no coaching, consulting or resource available who will tell you that these are the investments that you must do for growth,this is the mindset that you need to develop and importantly this is how you need to FOCUS and spend your time (70% with clients and rest 30% reading, learning or something else).

In short, no one is telling you WHAT SHOULD YOU DO and WHAT IS RELEVANT to you.

Think about it this way, if you Google a question that you have, you find SO MUCH information! But, who tells you what is RELEVANT FOR YOU? You have to go through so much information, read it, make sense of what is important and so on. That is a lot of work!

Just imagine if someone could make sense of all of this, answer all your questions and give you a direction to help you build the Wealth Management Firm of the Future. I aim to do just that through this blog.

We will come out with meaningful posts that you can implement in your business/practice. This is the only resource that anyone seriously interested in building a World-Class Wealth Management Firm will require. This will save you so many costly mistakes, a lot of money, a lot of time and headache…

You will have access to the following:

  1. Wisdom that will change the way you look at this business or run this business. (Unbelievable but Yes FREE). We plan on helping you with what we have learned over the last 15 years so you don’t have to commit the kind of costly mistakes we did. As we scaled from 0 to Rs.2000 Crore, we realized no one in the industry could help us as a coach and guide, someone who had done this before. All of the ideas, thoughts and action points that we share will be relevant for you.
  2. Our wide range of workshops: One Day Workshop, Two Day Boot Camps and many others will help you master client conversations with our HappyRich™ Roadmap. We will also open up enrolment for the Accountability Workshops that will be conducted for 12 months (once every month focusing on helping you grow the business while mitigating the key risks in this business) with clear goals for you to implement in your business.
  3. We will also be making announcements on releases of New Thought Leadership Content (Sketchbook, Books, Workshops, Tools for Advisors), World Class IFA Office Infrastructure Tour, Founder Coaching on Strategy, Growth, Marketing, Leadership, Client Experience, Technology and many interesting things that’s never happened before globally. So, stay tuned.

Most important of all, I want to be an ongoing resource for you when questions come up related to growing your business as an advisor, so please don’t hesitate to email me or my team members. I am generally a little challenged when responding to emails (due to the volume) but I will make it a point to respond to you as quickly as I can.

Besides this, I will be personally available once a month to speak with you or meet up with you if you need any guidance whether it’s about hiring, marketing, growth, risks, and any other stuff. (We will be announcing dates for this on our blog).

Additionally, I am committed to your success and will need your support. Helping you build a firm that your clients love will not be possible without your trust and belief in the philosophy and vision.  So, if you haven’t already, Subscribe Now!

Together we will create your Awesome Wealth Management Firm one that your clients will love and will make them and you HappyRich.