Tag: Financial Planning

FEATURE
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:

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Financial Concerns For The Current Generation (Ep.11)

Financial Concerns For The Current Generation (Ep.11)

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We hear about stock prices, inflation, taxes, and the conflict between Russia and Ukraine on the news — all this with lots of numbers and information. 

Luckily, here’s where financial advisors like Rob Curtiss untangle the numbers to help clients move forward.  

In this episode, Rob dives into current world events, revealing their impact on inflation, taxes, and investment planning as clients shift their routines. He shares what his company looks for in potential clients, along with concerns individuals bring up during a single call-in.

Rob discusses:

  • What you should know about his objective, unemotional rules-based process
  • Current inflation compared to past inflation rates
  • His approach to working alongside potential clients 
  • Ways he determines if they are the right fit for each other 
  • Common client questions due to current uncertainty

Resources:

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FEATURE
The 2022 Retirement Plan (Ep.10)

The 2022 Retirement Plan (Ep.10)

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Our approach to saving for retirement and investing our money differs from the past.

In this episode, Robert Curtiss dives into retirement and social security, revealing how current events impact where investments lie and individual priorities when it comes to savings. 

Robert unveils the different types of retirement accounts, the ways each is influenced by the money we put in, and the importance of working alongside a support team that will help build an optimal retirement plan.

Rob discusses:

  • How the current turmoil and geopolitical upheaval influences the market
  • Reasons why investments are shifting towards defense stocks
  • The importance of balancing retirement funds with tax planning
  • How inflation impacts social security and investment planning for retirement
  • 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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The Creation Of A Business Process (Ep. 8)

The Creation Of A Business Process (Ep. 8)

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In business, having the ability to replicate a process benefits more than the company. This process becomes the groundwork for building a business higher.

In this episode, Robert Curtiss dives deeper into the creation of his business, revealing why he created a process and the replication possibilities. He shares how surfing influenced his process, focusing on the importance of evolving and adapting to the current world and maintaining an objective mindset when it comes to managing money.

Robert discusses:

  • The importance of creating a process for a business
  • How his joy of surfing influenced his process
  • How the process impacts his practice as a fiduciary
  • The impact of coaches 
  • And more

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Stepping Into The New Year With Meaningful Conversations (Ep. 7)

Stepping Into The New Year With Meaningful Conversations (Ep. 7)

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As we look back to the past year, the knowledge gained from past experiences allows us to move forwards as we enter 2022.

In this episode, Robert Curtiss shares the discussions he had over the past year and what his company is looking forward to in the new year. He recounts personal stories throughout the year and what advisors and clients should consider as they move forward with their retirement and financial plans.

Robert discusses:

  • The value of meaningful conversations and advisor-client relationships
  • His 2022 company goals
  • How entitlement impacts wealth planning
  • The importance of including the entire family when planning financially
  • And more!

Resources:

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FEATURE
6. Goodbye 2021, Hello 2022!

6. Goodbye 2021, Hello 2022!

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With 2021 coming to a close, we are looking towards the new year with hope — and walking along the path of our goals is an important part of our future.

In this episode, Robert Curtiss shares his personal goals and expectations for 2022. He reveals his hopes for his business, his advice to clients as the year comes to a close, and how he will personally close out the year. Rob also highlights the importance of personal health along with financial planning in the new year.

Rob discusses:

  • His personal goals for the future
  • His motivation in life and business
  • The purpose of self-care for yourself and others
  • Advice for clients as the year comes to a close
  • And more!

Resources:

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FEATURE
5. Do You Have The Right Financial Planning Process?

5. Do You Have The Right Financial Planning Process?

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A solid financial planning process leads to financial security. 

But, who do you go to when you come across a step you are not familiar with?

In this episode, Robert Curtiss shares everything you need to know about his financial planning process. Revealing the insights he has gathered from others and their influence within his own process, Rob mentions how he works alongside key experts to create individualized financial plans for clients. 

Rob discusses:

  • The importance of clarity within your goals
  • Benefits of maintaining a support network outside of your business.
  • Who he calls upon for specialized situations
  • How he creates an encompassing holistic practice
  • And more!

Resources:

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4. How Self Care Can Improve Your Workflow

4. How Self Care Can Improve Your Workflow

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Feeling tired midday is one sign that you don’t have a very good work/life balance. The same goes for your financial planning—burnout will impact the success of your plan. 

But, having a process is key to granting you the success you want.

In this episode, Robert Curtiss dives into the importance of having a process for your financial plan and your physical health. Robert provides the tips and tricks you need to function optimally as you balance health and work while planning for a secure financial future. 

Robert discusses:

  • The importance of maintaining consistency in your health and financial life
  • Reasons why a holistic approach can keep you financially and physically healthy 
  • How to optimize your sleep hygiene
  • The importance of balancing fundamentals with relative strength when investing
  • And more!

Resources:

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FEATURE
3. How To Reach The Peak of Your Wealth Management Pyramid

3. How To Reach The Peak of Your Wealth Management Pyramid

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A financial plan needs to be tailored to your individual needs. 

If you’re wondering where to start and how to build your personalized plan, Robert Curtiss’ wealth management pyramid approach could provide you with the guidance you need. 

In this episode, Robert reveals how he has helped his clients navigate the different stages of their wealth management from the principles of creating a financial plan to the benefits of wealth counseling. Robert highlights how each step of the wealth management pyramid contributes to the development of your overall plan.

Robert discusses:

  • The building blocks of the wealth management pyramid
  • The holistic approach of SEIA’s wealth management process
  • Reasons why family involvement is crucial when creating a financial plan
  • The benefits of wealth counseling
  • And more!

Resources:

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