Stepping Into The New Year With Meaningful Conversations (Ep. 7)
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As we look back to the past year, the knowledge gained from past experiences allows us to move forwards as we enter 2022.
In this episode, Robert Curtiss shares the discussions he had over the past year and what his company is looking forward to in the new year. He recounts personal stories throughout the year and what advisors and clients should consider as they move forward with their retirement and financial plans.
Robert discusses:
- The value of meaningful conversations and advisor-client relationships
- His 2022 company goals
- How entitlement impacts wealth planning
- The importance of including the entire family when planning financially
- 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