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Is Your CPA an Advisor or a Historian? (Feat. Robert Curtis, CPA)
Manage episode 440321540 series 3317149
Kandungan disediakan oleh Bob Bedritis. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Bob Bedritis atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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/
31 episod
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