The role of an advisor is to help clients get the best return on life. This means helping them live the best life they have imagined with their money or helping them live their happiest financial life, says Amar Pandit, Founder, My Financial Advisor and The Happyness Factory.
The stage is set for the next episode of insightful webinar series 'Lessons from the Masters' with Amar Pandit, Founder, My Financial Advisor and The Happyness Factory. In this episode, Amar will share insights on how to create happy clients with K S Rao, Head - Investor Education & Distribution Development, Aditya Birla Sun Life MF.
Amar thinks that the future of wealth management is not about markets or products, it is about having a strong emotional connect with your clients and solid relationships.
He believes in HappyRich philosophy as he says HapyyRich is a mantra for success. “Most people believe that you can either be happy or rich. Some people also believe that once you are rich, you will automatically become happy. Both these statements are misleading. I believe that it is possible to be happy and rich. Moreover, these things mean different things to different people. Thus, the phrase “HappyRich”. As you will notice the order is Happy first and Rich second, it is not RichHappy,” said Amar in his book The HappyRich Advisor.
Amar is passionate about creating happy investors; it is this desire which encouraged him to float the Happyness Factory that prepares financial intermediaries so that they can make every Indian investor lead a happy financial life. He has authored 5 books, 8 sketchbooks and over 1000 columns.
