Tag: Clients

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Trust and Transparency: The Foundation of a Successful Advisor-Client Relationship with Mike Cy (Ep. 39)

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:

Connect with Mike Cy:

Connect with Robert Curtiss:

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.

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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.

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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:

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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.

FEATURE
What You Should Know About ESG and SRI in Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 23)

What You Should Know About ESG and SRI in Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 23)

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The idea of aligning our money with our goals is a common practice. However, the focus today is aligning our investments with what we are truly passionate about.

In this episode, Robert Curtiss is joined by Sam Miller, the director of research and marketing at Signature Estate & Investment Advisors (SEIA). Together they unpack the impact of environmental, social, and governance (ESG) and socially responsible investing (SRI) within portfolio planning and how personal beliefs influence investment planning.  

Sam discusses:

  • How the term ESG entered the mainstream media
  • The value of aligning our ESG and SRI investments with what we are passionate about
  • How to implement ESG and SRI investments within our portfolio 
  • What you should know about the different financial planning vehicles and their role in how financial plans are built
  • And more!

Resources:

Connect with Sam Miller:

Connect with Robert Curtiss:

About Our Guest: 

Sam Miller, CFA®, CFP®, CAIA® is the Director of Research & Marketing and a member of the SEIA investment management and research department, where he contributes thought leadership and expertise to the due diligence, portfolio construction, and investment selection processes. He works closely with SEIA’s Investment Committee to formulate and communicate opinions on the economic and investment environment.

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Facing The Investment Storm (Ep.14)

Facing The Investment Storm (Ep.14)

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When the waves become rocky, clients turn to their advisors for stability within their investments. 

But what about financial advisors? How do they feel when faced with the same situation?

In this episode, Robert Curtiss shares insight into the role of financial advisors for clients, both in financial planning and as a pillar when the market becomes stormy. Rob unveils how he’s dealing with the current state of the economy as a person and a financial professional.

Rob discusses:

  • What types of conversations are advisors having with clients
  • The opportunity in unpredictable market waves
  • The role of financial advisors as a pillar within future client plans beyond their financial planning
  • What keeps him up at night
  • The seven pillars of investment management 
  • And more!

Resources:

Connect with Robert Curtiss:

 

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Finding The Right Fit (Ep. 12)

Finding The Right Fit (Ep. 12)

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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!

Resources:

Connect with Robert Curtiss:

 

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