Here’s What You Need To Know About Value-Added Service Teams with Mike Cy (Ep. 27)
Podcast: Play in new window | Download | Embed
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:
- rcurtiss@seia.com
- (626) 795-2944
- About Robert Curtiss
- LinkedIn: Robert Curtiss
- Facebook: Robert Curtiss
- SEIA
- LinkedIn: SEIA
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.