Month: April 2025

FEATURE
How To Cut Through Modern-Day Financial Noise with Gary Sinderbrand (Ep. 72)

How To Cut Through Modern-Day Financial Noise with Gary Sinderbrand (Ep. 72)

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In a world filled with financial noise, how do you know which signals actually matter? 

Join Robert Curtiss as he chats with Gary Sinderbrand, a seasoned financial professional with roots going back to their days at Merrill Lynch. 

They unravel years of insights on keeping your financial journey on track. Delving into tales from the trading floor to personal anecdotes from the ski slopes, Curtiss and Sinderbrand uncover strategies for managing financial anxieties and the importance of a disciplined, rules-based approach.

Key discussion points include:

  • Navigating financial fear in today’s world [00:05:00]
  • Effective strategies for overcoming biases in investing [00:07:00]
  • The significance of process and discipline in wealth management [00:31:00]
  • Analyzing market signals amidst the noise [00:33:00]
  • Real-world examples of market volatility and client management [00:41:00]
  • And more!

Resources:

Connect with Gary Sinderbrand:

Connect with Robert Curtiss:

About Our Guest:

Gary Sinderbrand brings a rare combination of elite production experience and transformative training expertise to your doorstep. As the co-creator of the influential Payne-Sinderbrand Program at Merrill Lynch—which helped shaped the careers of over 12,000 Financial Advisors—he has a proven ability to develop systems that drive extraordinary results at scale.

Gary’s journey spans decades as both a top-tier producer and a practice management innovator. This dual perspective allows him to see opportunities others miss and implement strategies others can’t teach because they haven’t lived them.

At BetterPath Training, we meet you exactly where you are. For next-generation advisors building books from scratch, Gary provides battle-tested client acquisition methodologies that bypass years of costly trial and error. For seasoned FAs preparing for succession, you can expect comprehensive frameworks for legacy planning, revenue optimization, and workload management that protect the practice you’ve worked so hard to build.

Your path to exceptional results starts with exceptional guidance. That’s the BetterPath promise.

FEATURE
Behind the Mic: Robert Curtiss’ Journey (Ep. 71)

Behind the Mic: Robert Curtiss’ Journey (Ep. 71)

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Who is the man behind the mic?

In today’s episode, we pull back the curtain on Robert Curtiss’s journey—from a public policy graduate to a trusted financial advisor. Along the way, he shares hard-earned lessons on diligence, adaptability, and finding harmony between career and personal life.

Robert dives into the intersection of marriage and money, emphasizing the power of shared values, mutual respect, patience, and flexibility in building a strong financial foundation with your partner.

Get ready for an inspiring conversation filled with wisdom, real-life experience, and practical advice on navigating life’s biggest milestones—without sacrificing financial security or personal fulfillment.

Key takeaways include:

  • His childhood journey and financial ambition. [02:33]
  • The pivotal role of discipline and curiosity in his career. [13:39]
  • Effective financial habits for twenty-somethings. [16:49]
  • Balancing present joys with future savings. [20:00]
  • Navigating finances in relationships. [23:40]

Resources:

Connect with Robert Curtiss:

FEATURE
How to Build a Diversified Investment Portfolio with Phil Huber, CFA, CFP®(Ep.70)

How to Build a Diversified Investment Portfolio with Phil Huber, CFA, CFP®(Ep.70)

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Are you ready to unlock the potential of alternative investments in your portfolio?

Join Robert Curtiss as he sits down with repeat guest Phil Huber from Cliffwater to explore the dynamic world of alternative investments. 

The episode delves into the benefits of diversification, the current volatility in global markets, and the strategic role of private debt and equity. Discover why modern investors can’t afford to ignore these opportunities and how they’ve helped portfolios remain robust amidst market uncertainty.

Other key discussions include:

  • Broad asset allocation outlook and capital market assumptions [00:01:52]
  • The role and expectations of traditional versus private asset classes [00:05:22]
  • Differences in stock valuation between US and non-US stocks [00:05:53]
  • Performance insights and misconceptions about private markets [00:22:17]
  • And more!

Resources:

Connect with Phil Huber:

Connect with Robert Curtiss:

About Our Guest:

Phil is a Managing Director and Head of Portfolio Solutions for Cliffwater, based in their Chicago office. In this role, Phil leverages his prior experience as a wealth management CIO to produce and curate investment research, advise on product strategy and positioning for the firm’s growing platform, and help establish and strengthen relationships with the nation’s leading wealth management firms.

Prior to joining Cliffwater, Phil was the Chief Investment Officer for Savant Wealth Management. He earned a bachelor’s degree in finance from the Kelley School of Business at Indiana University. He is a CERTIFIED FINANCIAL PLANNER™ professional, has attained his Chartered Financial Analyst® (CFA®) designation, and is a member of the CFA Society of Chicago.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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