On Forging Productive Client Relationships

Welcome to AccelPro IP Law, where we provide expert interviews and coaching to accelerate your professional development. This interview is part of our AccelPro Career Tools series, where we explore topics including wellness and client relationship management. 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 somewhat thankless industry of financial advising. Tushar offers strategies for gaining and preserving long-lasting client relationships, whether the market is up or down. We also speak about training employees and how a supportive, step-based approach can help your team successfully connect with clients and maintain their own wellbeing in a remote-work industry. 

One of the keys, Tushar maintains, to starting a successful firm in the days of AI and Google is to find a unique feature that clients are drawn to. Soft skills, and particularly good communication, are what will bring you business and make you irreplaceable.

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