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
We hear about stock prices, inflation, taxes, and the conflict between Russia and Ukraine on the news — all this with lots of numbers and information.
Luckily, here’s where financial advisors like Rob Curtiss untangle the numbers to help clients move forward.
In this episode, Rob dives into current world events, revealing their impact on inflation, taxes, and investment planning as clients shift their routines. He shares what his company looks for in potential clients, along with concerns individuals bring up during a single call-in.
Rob discusses:
What you should know about his objective, unemotional rules-based process
Current inflation compared to past inflation rates
His approach to working alongside potential clients
Ways he determines if they are the right fit for each other
Common client questions due to current uncertainty
Our approach to saving for retirement and investing our money differs from the past.
In this episode, Robert Curtiss dives into retirement and social security, revealing how current events impact where investments lie and individual priorities when it comes to savings.
Robert unveils the different types of retirement accounts, the ways each is influenced by the money we put in, and the importance of working alongside a support team that will help build an optimal retirement plan.
Rob discusses:
How the current turmoil and geopolitical upheaval influences the market
Reasons why investments are shifting towards defense stocks
The importance of balancing retirement funds with tax planning
How inflation impacts social security and investment planning for retirement
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
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
With 2021 coming to a close, we are looking towards the new year with hope — and walking along the path of our goals is an important part of our future.
In this episode, Robert Curtiss shares his personal goals and expectations for 2022. He reveals his hopes for his business, his advice to clients as the year comes to a close, and how he will personally close out the year. Rob also highlights the importance of personal health along with financial planning in the new year.
A solid financial planning process leads to financial security.
But, who do you go to when you come across a step you are not familiar with?
In this episode, Robert Curtiss shares everything you need to know about his financial planning process. Revealing the insights he has gathered from others and their influence within his own process, Rob mentions how he works alongside key experts to create individualized financial plans for clients.
Rob discusses:
The importance of clarity within your goals
Benefits of maintaining a support network outside of your business.
A financial plan needs to be tailored to your individual needs.
If you’re wondering where to start and how to build your personalized plan, Robert Curtiss’ wealth management pyramid approach could provide you with the guidance you need.
In this episode, Robert reveals how he has helped his clients navigate the different stages of their wealth management from the principles of creating a financial plan to the benefits of wealth counseling. Robert highlights how each step of the wealth management pyramid contributes to the development of your overall plan.
Robert discusses:
The building blocks of the wealth management pyramid
The holistic approach of SEIA’s wealth management process
Reasons why family involvement is crucial when creating a financial plan
Choosing your financial advisor out of the hundreds pushing their services can be daunting. What should you be looking for as a prospective client?
In this episode, Robert Curtiss shares how he works with clients, from the first meeting to building long-standing relationships. Robert discusses the lessons he has learned from clients and other advisors throughout his career, and the importance of finding the right fit for both client and advisor.
Robert discusses:
How he meets new clients
Why not all potential clients are the right fit for his business
How the pandemic changed the way he does business
The importance of continuous improvement as an advisor
Welcome to The Millionaire Next Door, a podcast designed to help successful wealth accumulators looking to transition to a work-optional lifestyle by helping you build strategies for growing and maintaining your wealth.
In this inaugural podcast, meet Robert Curtiss, CFP®, AIF®, CWS®, a financial advisor with Signature Estate and Investment Advisors, LLC. Robert shares how he entered the financial services industry, how he helps clients create their financial plans, and who he is when he leaves the office.
Robert discusses:
How he got his start in the financial services industry
His approach to comprehensive financial planning
His business philosophy
The lessons he learned over the years in business and in life
Robert J. Curtiss, CFP®, CWS®, AIF® is a Financial Advisor in the Pasadena office of Signature Estate & Investment Advisors (SEIA). His focus areas include fiduciary investment management for individuals and retirement plans, retirement planning, and strategies involving handling concentrated, highly appreciated stock positions. Robert has been in the investment management and insurance business for over 20 years.
Robert is involved with numerous charities and philanthropic groups throughout southern California. He is a member of the UCLA Extension Personal Financial Planning Program Advisory Board. He is a 26-year resident of Pasadena, California along with his wife, son, and daughter.
Robert received his Bachelor of Science degree in Pharmacology from the University of California, Santa Barbara. He received a Master of Public Administration with an emphasis in Intergovernmental Management from the University of Southern California.
He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2001, after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. In 2015, Robert earned the Accredited Investment Fiduciary® (AIF® ) professional designation from Fiduciary360, receiving formal training in investment fiduciary responsibility. He is also a licensed insurance agent (CA Ins. License #0B95743).
