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.

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Our approach to saving for retirement and investing our money differs from the past.

In this episode, Robert Curtiss dives into retirement and social security, revealing how current events impact where investments lie and individual priorities when it comes to savings. 

Robert unveils the different types of retirement accounts, the ways each is influenced by the money we put in, and the importance of working alongside a support team that will help build an optimal retirement plan.

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If there is one thing financial advisors have learned from the pandemic, it is the importance of adapting to their client needs.

In this episode, Robert Curtiss shares his latest endeavors in refining and enhancing the client experience at Signature Estate and Investment Advisors. Rob reveals what his clients are looking for within their financial and retirement planning and recounts examples of how he has provided clients with the personalized attention they need. 

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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.

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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.

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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.

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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. 

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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. 

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A financial plan needs to be tailored to your individual needs. 

If you’re wondering where to start and how to build your personalized plan, Robert Curtiss’ wealth management pyramid approach could provide you with the guidance you need. 

In this episode, Robert reveals how he has helped his clients navigate the different stages of their wealth management from the principles of creating a financial plan to the benefits of wealth counseling. Robert highlights how each step of the wealth management pyramid contributes to the development of your overall plan.

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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.

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