Tag: Client Experience

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

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

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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:

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FEATURE
Looking Into The Future of The Millionaire Next Door (Ep.18)

Looking Into The Future of The Millionaire Next Door (Ep.18)

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With everything that has happened in the past few years, financial planning firms have evolved — not only in the way they serve but also in where they are heading.

In this episode, Robert Curtiss explores the past and future of his practice. He shares some areas his firm has expanded on, touching on aspects outside of traditional finance, such as his podcast and all things client experience.

Rob discusses:

  • The elements he has added to his practice for the benefit of his clients
  • Ways he develops the relationship with clients to make the financial planning process easier
  • Some financial planning improvement areas he’s looking to focus on
  • A new way to look at actions taken today and how they will bloom in the future
  • What you should know about his practice management approach 
  • And more!

Resources:

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FEATURE
Refining The Client Experience (Ep.9)

Refining The Client Experience (Ep.9)

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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
  • And more!

Resources:

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