The INDUStry Show with Tushar Kumar скачать в хорошем качестве

The INDUStry Show with Tushar Kumar

Tushar Kumar, a wealth advisor and co-founder of Twin Peaks Wealth Advisors, discusses how his personal experiences shaped his mission to provide highly customized financial advice. He shares insights on balancing business growth with personalized client care for tech professionals, leveraging technology, and integrating culture into financial planning. In This Episode: 00:00 Introducing Tushar Kumar and Twin Peaks 01:17 Personal Journey to Financial Advising 04:36 Knowing Clients Personally 06:06 Balancing Scale with Personalization 08:47 Culture and Community in Financial Planning 11:17 Lessons from Failure and Success 15:26 Hobbies, Books, and Podcasts 17:11 One-Line Life Lessons Key Takeaways: Design a life you love by viewing money as a powerful tool for intentional decisions. Prioritize relationships, recognizing them as the most valuable form of currency in life and business. Embrace discomfort, understanding that true growth happens outside of your comfort zone. Communicate value clearly and transparently to foster trust and strengthen client relationships. Integrate cultural values and community into financial planning to provide a more holistic client experience. One of its kind dialog with entrepreneurs (business people, celebrities, public figures, social entrepreneurs, techies, etc.). Actionable, insightful, lively, no BS discussions. Source of One Line Life Lessons, @onelinelifelessons. Short, simple, yet profound and often life-changing takeaways that are found in these conversations. Hosted by Los Angeles based entrepreneur, Dr. Nitin Bajaj. Available on theindustryshow.org,    / theindustryshow  , Facebook.com/TheIndustryShow, @industryInsta. Also available as a podcast on Apple, Google, Spotify, Stitcher, and wherever you get your podcast fix.