Tag: Future

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
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
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:

Connect with Robert Curtiss:

 

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