Tag: Prospect

FEATURE
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

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!

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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!

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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
2. From Prospect to Client – Welcome to SEIA

2. From Prospect to Client – Welcome to SEIA

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Choosing your financial advisor out of the hundreds pushing their services can be daunting. What should you be looking for as a prospective client?

In this episode, Robert Curtiss shares how he works with clients, from the first meeting to building long-standing relationships. Robert discusses the lessons he has learned from clients and other advisors throughout his career, and the importance of finding the right fit for both client and advisor.

Robert discusses:

  • How he meets new clients
  • Why not all potential clients are the right fit for his business
  • How the pandemic changed the way he does business
  • The importance of continuous improvement as an advisor
  • And more

Resources:

Connect with Robert Curtiss:

 

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