What’s Next For Retirement & Financial Planning (Ep. 20)
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As time passes, client needs (and government regulations) surrounding retirement accounts change.
So, what are some considerations advisors need to think about when it comes to building future retirement accounts?
In this episode, Robert Curtiss looks into the future. From company improvements to how government changes to retirement accounts will impact 401(k) contributions. Rob shares how he balances service to others with service to himself while still focusing on providing clients the financial care they need.
Rob discusses:
- His approach to creating an impeccable experience for his clients
- What makes him different from other practices
- His focus on financial planning as the needs of his client base shifts
- Ways the increase in retirement contribution will change retirement planning
- And more!
Resources:
- Educational videos (bottom of the page)
- Looking Into The Future of The Millionaire Next Door (Ep.18)
- The “Huberman Lab” Podcast
- “Future Shock” by Alvin Toffler
Connect with Robert Curtiss:
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:
Connect with Robert Curtiss:
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:
- Educational videos (bottom of the page)
- Why Story by Rob Curtiss
- Investment Management Pyramid
- The Guide You Need to Take Advantage of Your Retirement Planning Benefits with Kevin Manahan, ASA, EA, MSEA (Ep.13)
- The Matt Walker Podcast – Sleep Diplomat
Connect with Robert Curtiss:
- rcurtiss@seia.com
- (626) 795-2944
- About Robert Curtiss
- LinkedIn: Robert Curtiss
- Facebook: Robert Curtiss
- SEIA
- LinkedIn: SEIA