Tushar Kumar | Twin Peaks Wealth Advisors
Description
In this episode of The Advisor’s Guide To Estate Planning we are excited to welcome Tushar Kumar, founding advisor at Twin Peaks Wealth Advisors! Tushar is an innovator when it comes to using Encore to streamline the estate planning process for his clients.
In this episode, he discusses how Encore helps gather client information, walks clients through the necessary documents, and even connects them with legal services to finalize the plans, making estate planning efficient and accessible for everyone.
Tushar also discusses using Encore to provide his clients new services, benefits like using templates for efficiency, client stickiness, attracting new clients, and creating and maintaining a one-stop shop image.
Tune in to hear real examples and how-tos!
United States
