The Millionaire Next Door

By Robert CurtissBusiness Investing

The Millionaire Next Door episodes

December 21, 2021 6. Goodbye 2021, Hello 2022!
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 …
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33 min
November 09, 2021 5. Do You Have The Right Financial Planning Process?
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 …
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32 min
September 21, 2021 4. How Self Care Can Improve Your Workflow
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 …
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42 min
September 07, 2021 3. How To Reach The Peak of Your Wealth Management Pyramid
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 …
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26 min
August 24, 2021 2. From Prospect to Client – Welcome to SEIA
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 …
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30 min
August 10, 2021 1. Introducing The Millionaire Next Door with Robert Curtiss, CFP®, AIF®, CWS®
Welcome to The Millionaire Next Door, a podcast designed to help successful wealth accumulators looking to transition to a work-optional lifestyle by helping you build strategies for growing and maintaining your wealth. In this inaugural podcast, meet Robert Curtiss, CFP®, AIF®, CWS®, a financial advisor with Signature Estate and Investment Advisors, LLC. Robert shares how …
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33 min
May 21, 2021 Coming Soon
1 min

About The Millionaire Next Door

From the publisher's feed

Welcome to The Millionaire Next Door Podcast with Robert Curtiss, CFP®, AIF® from Signature Estate and Investment Advisors. In this podcast, we help successful wealth accumulators like you looking to…