Month: April 2023

Here’s What You Need To Know About Value-Added Service Teams with Mike Cy (Ep. 27)

Here’s What You Need To Know About Value-Added Service Teams with Mike Cy (Ep. 27)

Professionals collaborating with other professionals can lead to more creative solutions, more innovative ideas, and ultimately better results for advisors and their clients.

In this episode, Rob Curtiss is joined by returning guest and business consultant at Pareto Systems, Mike Cy, to talk about value-added service teams while referring to the importance of advisors collaborating with like-minded advisors to achieve the best outcomes for their clients.

Listen in and discover how Rob’s relationship with his clients goes beyond their investments and the ways he leverages strategic partnerships within his business.

Rob and Mike discuss:

  • Ways the financial planning strategy they have been building together can benefit you and your clients 
  • Why (and how) to incorporate life coaching aspects into your client’s financial planning process
  • Tips and tricks you need to build valuable connections with other professionals within your industry
  • And more!

Resources:

Connect with Robert Curtiss:

Connect with Mike Cy:

About Our Guest:

Mike “Cy” Cajthaml Jr. has enjoyed a 14-year career in the financial services industry. Mike is a passionate and energetic leader that enjoys developing business refinement and practice management strategies and thrives on helping his clients achieve their goals.

He got his start in the industry at a large insurance-marketing organization where he consulted financial advisors across the country with product and marketing solutions for their businesses. It was during his time with this firm that he was introduced to Pareto Systems and began learning about the Pareto Process.

After six years of coaching and consulting advisers, Mike decided to become a financial advisor himself and built a practice with his father in Overland Park, KS. Together they managed millions of dollars of assets and utilized various insurance-based products. In an incredibly competitive marketplace, Mike knew the value of creating professional contrast and began implementing many of Pareto’s processes.

Exploring The Benefits of Direct Indexing with Sam Miller, CFA®, CFP®, CAIA® (Ep. 26)

Exploring The Benefits of Direct Indexing with Sam Miller, CFA®, CFP®, CAIA® (Ep. 26)

Want to know how to personalize and customize your investment portfolio while potentially gaining tax benefits?

Let us introduce you to direct indexing!

In this episode, Robert Curtiss sits down with Sam Miller, the director of research and marketing at Signature Estate & Investment Advisors (SEIA), to talk about direct indexing and its advantages for investors. 

Listen in as they delve into various cases of direct indexing, including its tax benefits, ESG customization, and active engagement with companies.

Sam discusses:

  • Direct indexing and how it allows investors to personalize and customize their portfolio with individual stocks while applying ESG aspects
  • Various cases of direct indexing, including setting a tax budget, customizing portfolios based on ESG or faith-based values, and active engagement with companies through proxy voting
  • The minimum required for direct indexing
  • Direct indexing as a flexible and customizable tax-efficient tool (which can be used in various investment scenarios, including in IRAs).
  • And more!

Resources:

Connect with Sam Miller:

Connect with Robert Curtiss:

About Our Guest: 

Sam Miller, CFA®, CFP®, CAIA® is the Director of Research & Marketing and a member of the SEIA investment management and research department, where he contributes thought leadership and expertise to the due diligence, portfolio construction, and investment selection processes. He works closely with SEIA’s Investment Committee to formulate and communicate opinions on the economic and investment environment.