Finding The Right Fit (Ep. 12)

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Finding the right financial advisor who understands each individual needs can be a challenge for clients. 

Learn how Signature Estate and Investment Advisors (SEIA) creates an effective strategy when meeting potential clients in this week’s episode of The Millionaire Next Door.

This week, Robert Curtiss shares his approach to finding the right client and building relationships to benefit their financial planning. He dives into the personal as well as the professional aspect of working with clients according to their individual wants and needs.

Rob discusses:

• Key pieces of information he provides during the first meeting
• What you should know about his FORM process 
• How he adds value to clients through personal and professional experiences
• His approach to preparing financial plans for clients and their beneficiaries
• And more!

Resources:

• Financial Concerns For The Current Generation (Ep.11)
• Educational videos (bottom of the page)

Connect with Robert Curtiss:

• rcurtiss@seia.com
• (626) 795-2944
• About Robert Curtiss 
• LinkedIn: Robert Curtiss
• Facebook: Robert Curtiss
• SEIA
• LinkedIn: SEIA