Why the Future of Financial Planning is Relationship-Focused with Mike Cy (Ep. 63)
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As the financial world becomes increasingly interconnected, true wealth management goes beyond portfolios—it’s about clarity, relationships, and forward-thinking strategies.
Robert Curtiss and Mike Cy take us into the heart of their holistic approach to financial planning, showcasing the tools and processes that empower clients to achieve confidence in their financial futures. They uncover how cutting-edge technology and adaptability redefine wealth strategies, even in a post-COVID world, while fostering enduring, multi-generational success.
Tune in and discover how a client-first, innovation-driven approach transforms financial advisory into a tool for lasting impact!
Key topics discussed include:
- Building aligned relationships through the Fit Process
- Enhancing client experiences with high-tech onboarding strategies
- Using the Sounding Board Service for proactive financial guidance
- Simplifying complexities with the Value-Added Support Team (VAST)
- Unlocking exclusive private market opportunities with alternative investments
- Adapting virtual engagement tools for seamless client support
- Creating long-lasting multi-generational financial plans
- And much more!
Resources:
- Educational videos (bottom of the page)
- How to Protect Your Loved Ones: Special Needs Trusts Explained with April Rosenberry (Ep. 60)
- The World of International Parental Abduction with Fahi Takesh Hallin (Ep. 57)
- 42 Things We Do for You
Connect with Robert Curtiss:
- rcurtiss@seia.com
- (626) 795-2944
- About Robert Curtiss
- LinkedIn: Robert Curtiss
- Facebook: Robert Curtiss
- SEIA
- LinkedIn: SEIA
Connect with Mike “Cy” Cajthaml Jr.:
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 on product and marketing solutions for their businesses. During his time with this firm, 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. Mike knew the value of creating professional contrast in an incredibly competitive marketplace and began implementing many of Pareto’s processes.