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Touché Financial Solutions: A Conversation with Sierra Thomas
Manage episode 410417654 series 2812950
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In this episode of Business Inspires, host Brett Johnson and cohost Katie Ellis are joined by Sierra Thomas, the owner of Touché Financial Solutions and the newly appointed Tri-Village Chamber treasurer.
Sierra shares her journey from starting in pre-med to establishing Touché Financial Solutions and empowering others through financial education.
She discusses the importance of a welcoming approach to finance and her goal of remaining small to deliver a personal touch to her services. With her expertise in QuickBooks, she also explores the exciting potential for financial reporting at the chamber.
Demystifying Personal Finance: "Finance in general is just it can be extremely overwhelming. People often run from just understanding their finances and wanting to do better in their finances, whether it's personal or business. So I like to just create that welcoming atmosphere." — Sierra Thomas
Top Takeaways
1. Personal journey: Sierra's journey to establishing Touché Financial Solutions showcases the importance of finding one's true calling and the impact of mentorship in guiding career paths.
2. Importance of adaptability: Sierra's transition from pre-med to accounting highlights the value of being open to exploring new career paths and being adaptable to change.
3. Building a close-knit team: Sierra emphasizes the significance of hiring team members who share the same mission and mindset, indicating the importance of a unified team in delivering exceptional service.
4. Welcoming environment: Creating a welcoming atmosphere in the financial services industry can make a significant difference in alleviating client apprehensions and helping them feel comfortable seeking financial advice.
5. Client-focused approach: Sierra's emphasis on prioritizing the well-being and success of clients sets Touché Financial Solutions apart, highlighting the significance of a client-centered approach in financial services.
6. Continuous learning: The podcast emphasizes the importance of ongoing education and professional development in staying ahead of industry trends and providing innovative solutions to clients.
7. Financial planning misconceptions: Addressing misconceptions such as the idea that financial planning is only for the wealthy or nearing retirement, Sierra stresses the importance of financial planning at every stage of life.
8. Building for impact: Sierra's aspirations for the future of Touché Financial Solutions reflect a desire to remain a smaller firm to maintain a personalized approach while looking to expand services and community partnerships for greater impact.
9. Financial reporting and QuickBooks expertise: Sierra's enthusiasm for utilizing QuickBooks to streamline financial reporting reinforces the pivotal role of technology in facilitating strategic decision-making and business guidance.
Memorable Moments
00:00 College struggle led to mentor, accounting career.
05:48 Building legacy, started freelancing, took leap, successful.
07:38 Touché Financial Solutions offers range of services.
14:09 Prefers small size, aims for greater impact.
15:42 Promoting financial education and collaboration with community.
To run a successful business, you need resources, valuable connections, and community recognition. Business Inspires will provide you with the tools, resources, and examples to inspire you to create the business you envision.
With more than 60 years as an integral part of the Grandview, Upper Arlington, and Marble Cliff communities, the Tri-Village Chamber Partnership is dedicated to a singular purpose - the success of the business community.
Thank you for downloading, listening, and following Business Inspires, a Tri-Village Chamber Partnership podcast.
This season is presented by:
To schedule a guest appearance, or find out more about sponsoring Business Inspires, send an email to:
Katie Ellis, President/CEO, Tri-Village Chamber Partnership
katie@chamberpartnership.org
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