Trust and Transparency: The Foundation of a Successful Advisor-Client Relationship with Mike Cy (Ep. 39)
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Advisors, are you currently evolving your business?
What opportunities and information might your clients miss if you don’t continue growing your practice?
This week, Rob Curtiss brings back Mike Cy, a returning guest and business consultant at Pareto Systems. Rob and Mike discuss the importance of communication and building relationships with clients and explain why it is valuable to both of them.
Listen in as they touch on the value of aligning and personalizing services to their client’s unique needs while addressing all things market volatility, geopolitical tensions, and alternative investment strategies.
Rob and Mike explore:
- Reasons advisors should continually evolve their financial advisory practice depending on their client’s unique needs
- Client engagement as an essential financial planning component
- The comprehensive role of a financial advisor beyond basic financial advice
- And more!
Resources:
- Educational videos (bottom of the page)
- Let’s Communicate Before We’re Gone With Pat Miles Zimmerman (Ep. 31)
- Here’s What You Need To Know About Value-added Service Teams With Mike Cy (Ep. 27)
- Being Coachable With Mike Cy (Ep. 16)
Connect with Mike Cy:
Connect with Robert Curtiss:
- rcurtiss@seia.com
- (626) 795-2944
- About Robert Curtiss
- LinkedIn: Robert Curtiss
- Facebook: Robert Curtiss
- SEIA
- LinkedIn: SEIA
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 who 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.