Lessons by the Lake: The Oswego Private Wealth Show

Is Your CPA an Advisor or a Historian? (Feat. Robert Curtis, CPA)


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On the latest episode of Lessons by the Lake, we're discussing the intersection of wealth management and accounting with Robert Curtis, CPA. As the founding member of Neumann Curtis CPA's, Robert speaks intimately on the true role of a great advisor.

This episode is packed with some helpful takeaways for your own financial world, so get your notepad ready!


Chapters:


0:00 - Introduction and overview on the topic of the show


3:20 - Welcoming Robert Curtis, CPA


9:00 - The Neumann Curtis Niche


14:10 - One Size Does Not Fit All


17:10 - Asking the Right Questions


19:40 - Communication at The Client Perspective


23:10 - Exit and Succession Planning


25:40 - Proactive Advisor vs. Historian


28:50 - How to Get in Contact with Rob


29:35 - How to get in touch with Bob's team


Connect with Bob Bedritis:


Website: oswegoprivatewealth.com


Facebook: facebook.com/Oswego-Private-Wealth-Management-106334761908104/

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Lessons by the Lake: The Oswego Private Wealth ShowBy Bob Bedritis