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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.
Rob discusses:
- What you should know about his objective, unemotional rules-based process
- Current inflation compared to past inflation rates
- His approach to working alongside potential clients
- Ways he determines if they are the right fit for each other
- Common client questions due to current uncertainty
Related: How To Reach The Peak of Your Wealth Management Pyramid