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Is Your CPA an Advisor or a Historian? (Feat. Robert Curtis, CPA)
Manage episode 440321540 series 3317149
Bob Bedritis에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Bob Bedritis 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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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