Tag: Advisors

FEATURE
The Power of Personalized Retirement Planning with Jordan Cross (Ep. 38)

The Power of Personalized Retirement Planning with Jordan Cross (Ep. 38)

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Having a retirement plan is the first step in building your future. 

But do you have the right plan? How can small parts of a plan work together to transform a few hundred thousand into a seven-figure retirement fund?

Get ready to explore retirement planning, wealth accumulation, and tax deduction strategies with Jordan Cross, the president of CrossPlans.

In this episode, Jordan joins Rob Curtiss to talk about the current state of qualified retirement plans, why individuals need to start planning for retirement, and the role of financial advisors when it comes to building those plans with their clients.

Jordan discusses:

  • How he got started in the financial planning industry
  • Why advisors and their clients need to start taking retirement planning more seriously
  • How qualified retirement planning can benefit business owners
  • Ways we can contribute to the growing technology industry
  • And more!

Resources:

Connect with Jordan Cross:

Connect with Robert Curtiss:

About Our Guest:

Jordan Cross was born and raised in Orange County, California. He graduated from the University of California, San Diego, with a double major in Political Theory and Sociology. In January 2009, after working for a professional baseball agency assisting the firm with client acquisition and number-crunching contract negotiations, Jordan decided to join Jack A. Cross & Associates, Inc. when the firm was just over two years old.

Starting with loans, distributions, and trust accounting, Jordan has moved through all administrative layers of the organization and is now an equity partner in the firm. In addition to day-to-day duties, Jordan spearheads CrossPlan’s business development, sales, and marketing while focusing on the growth and retention of the firm’s clients and centers of influence.

FEATURE
As We Transition From Summer to Fall: Reflecting on Financial, Estate, Investment, and Tax Topics (Ep. 37)

As We Transition From Summer to Fall: Reflecting on Financial, Estate, Investment, and Tax Topics (Ep. 37)

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At 37 episodes, The Millionaire Next Door Podcast has explored a multitude of topics, from financial planning tips to life-changing experiences and lessons. 

Each conversation contains helpful information and resources you can use and refer to! 

In this episode, Rob Curtiss shares his top-of-mind topics, ranging from general finances to estate, tax, and investment planning. Rob highlights how different aspects of planning evolve with changing needs and how his podcast provides valuable advice for existing and potential clients.

Rob discusses:

  • How his podcast and the stories on it can help people learn beneficial financial lessons
  • The process behind estate planning and the importance of frequent updates
  • Strategies when navigating investments and tax implications
  • The value of regular client-advisor communication and check-ins 
  • And more!

Resources:

Connect with Robert Curtiss:

FEATURE
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)

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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.

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