Beneficiaries – The Millionaire Next Door

Protected: Here’s What You Need To Know About Estate Planning with Jeff Brooks (Ep. 21)

By themillionairenextdoorpodcast | January 24, 2023

What’s Next For Retirement & Financial Planning (Ep. 20)

By themillionairenextdoorpodcast | January 10, 2023

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As time passes, client needs (and government regulations) surrounding retirement accounts change.

So, what are some considerations advisors need to think about when it comes to building future retirement accounts?

In this episode, Robert Curtiss looks into the future. From company improvements to how government changes to retirement accounts will impact 401(k) contributions. Rob shares how he balances service to others with service to himself while still focusing on providing clients the financial care they need.

Rob discusses:

His approach to creating an impeccable experience for his clients
What makes him different from other practices
His focus on financial planning as the needs of his client base shifts
Ways the increase in retirement contribution will change retirement planning
And more!

Resources:

Connect with Robert Curtiss:

Finding The Right Fit (Ep. 12)

By themillionairenextdoorpodcast | June 7, 2022

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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!