Retirement Tax Services Podcast Getting time back to Grow with Tushar Kumar
Aug 4, 2025
Tushar Kumar, a financial advisor at Twin Peaks Wealth Advisors, shares insights on harnessing virtual assistants to supercharge productivity. He discusses how delegation has allowed him to focus on client relationships while aiming for annual growth of 20-30%. Tushar and Steven reveal their positive experiences with BELAY in finding and training VAs, helping to minimize decision fatigue. They delve into the innovative roles VAs can play, emphasizing how effective delegation not only boosts efficiency but also unlocks new growth opportunities for financial advisors.
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Start Small to Mitigate Risk
- Start small to mitigate risks when hiring a VA, which makes the transition easier.
- Use services like Belay to simplify onboarding and reduce friction in the process.
Delegating Gifting and Scheduling
- Tushar delegated gifting, mailing, and scheduling in-person client meetings to his VA.
- This freed him from time-consuming personal tasks and decision fatigue around scheduling.
Delegation Enables High-Value Focus
- Delegating routine tasks frees advisors to focus on high-value client relationship-building.
- Virtual assistants can execute well but do not replace the advisor's decision-making role.