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With everything that has happened in the past few years, financial planning firms have evolved — not only in the way they serve but also in where they are heading.
In this episode, Robert Curtiss explores the past and future of his practice. He shares some areas his firm has expanded on, touching on aspects outside of traditional finance, such as his podcast and all things client experience.
Rob discusses:
- The elements he has added to his practice for the benefit of his clients
- Ways he develops the relationship with clients to make the financial planning process easier
- Some financial planning improvement areas he’s looking to focus on
- A new way to look at actions taken today and how they will bloom in the future
- What you should know about his practice management approach
- And more!
Related: Facing The Investment Storm