Welcome to AccelPro Audit, where we provide expert interviews and coaching to accelerate your professional development. This interview is part of our AccelPro Career Tools series, where we focus on the trends, topics and advice most useful to managing your career.
Our host is internationally recognized journalist, author and NPR host Celeste Headlee. Today we’re featuring a conversation with Tushar Kumar, Financial Advisor at Twin Peaks Wealth Advisors.
We discuss the challenge of surviving and thriving in the financial advising industry and how that applies to other client-oriented roles, including audit. Tushar offers strategies for gaining and preserving long-lasting client relationships, whether the market is up or down. We also speak about how a supportive, step-based approach to employee training can help your team successfully connect with clients and maintain their own well-being.
Bottom line: in addition to a deep understanding of the industry, it’s soft skills, and particularly good communication, that will bring you business and make you irreplaceable.
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