Refining The Client Experience (Ep.9)
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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:
- rcurtiss@seia.com
- (626) 795-2944
- About Robert Curtiss
- LinkedIn: Robert Curtiss
- Facebook: Robert Curtiss
- SEIA
- LinkedIn: SEIA