Is Your CPA an Advisor or a Historian? (Feat. Robert Curtis, CPA)

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/