MFDs/advisors can change the way India invests and make India the first HappyRich nation, believes Amar Pandit, Founder, My Financial Advisor and The Happyness Factory.
In today’s episode of the popular webinar series ‘Lessons from the Masters’, powered by Aditya Birla Sun Life Mutual Fund and Cafemutual, Amar will share invaluable lessons on creating happy clients in conversation with K S Rao, Head - Investor Education & Distribution Development, Aditya Birla Sun Life MF.
Amar 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.
The webinar will go live on January 15, Monday at 4.30 pm.
What to expect?
- Why and how to create happy clients
- Roadmap to become a happy advisor
- Enhancing client experience
- Adding value to clients’ lives
According to Amar, HappyRich Philosophy is a very simple equation:
Purpose+Money = HappyRich
To know more about his philosophy, attend today’s episode of Lessons from the Masters. Click here to register.
