2. From Prospect to Client – Welcome to SEIA
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Choosing your financial advisor out of the hundreds pushing their services can be daunting. What should you be looking for as a prospective client?
In this episode, Robert Curtiss shares how he works with clients, from the first meeting to building long-standing relationships. Robert discusses the lessons he has learned from clients and other advisors throughout his career, and the importance of finding the right fit for both client and advisor.
Robert discusses:
- How he meets new clients
- Why not all potential clients are the right fit for his business
- How the pandemic changed the way he does business
- The importance of continuous improvement as an advisor
- And more
Resources:
Connect with Robert Curtiss:
- rcurtiss@seia.com
- (626) 795-2944
- About Robert Curtiss
- LinkedIn: Robert Curtiss
- Facebook: Robert Curtiss
- SEIA
- LinkedIn: SEIA