Month: March 2022

Refining The Client Experience (Ep.9)

Refining The Client Experience (Ep.9)

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:

Connect with Robert Curtiss:

 

The Creation Of A Business Process (Ep. 8)

The Creation Of A Business Process (Ep. 8)

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.

Robert discusses:

  • The importance of creating a process for a business
  • How his joy of surfing influenced his process
  • How the process impacts his practice as a fiduciary
  • The impact of coaches 
  • And more

Resources:

Connect with Robert Curtiss: