March 2022 – The Millionaire Next Door

Refining The Client Experience (Ep.9)

By themillionairenextdoorpodcast | March 22, 2022

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

If there is one thing financial advisors have learned from the pandemic, it is the importance of adapting to their client needs.

In this episode, Robert Curtiss shares his latest endeavors in refining and enhancing the client experience at Signature Estate and Investment Advisors. Rob reveals what his clients are looking for within their financial and retirement planning and recounts examples of how he has provided clients with the personalized attention they need.

Robert discusses:

The three questions he is asking clients to refine his process
Reasons why advisors need to know what’s happening in their client’s life
What clients want for their legacy
The value of providing personalized client service and attention
And more!

Resources:

Educational videos (bottom of the page)

Connect with Robert Curtiss:

The Creation Of A Business Process (Ep. 8)

By themillionairenextdoorpodcast | March 8, 2022

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

In business, having the ability to replicate a process benefits more than the company. This process becomes the groundwork for building a business higher.

In this episode, Robert Curtiss dives deeper into the creation of his business, revealing why he created a process and the replication possibilities. He shares how surfing influenced his process, focusing on the importance of evolving and adapting to the current world and maintaining an objective mindset when it comes to managing money.