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 show3:20 - Welcoming Robert Curtis, CPA9:00 - The Neumann Curtis Niche14:10 - One Size Does Not Fit All17:10 - Asking the Right Questions19:40 - Communication at The Client Perspective23:10 - Exit and Succession Planning25:40 - Proactive Advisor vs. Historian28:50 - How to Get in Contact with Rob29:35 - How to get in touch with Bob's teamConnect with Bob Bedritis:Website: oswegoprivatewealth.comFacebook: facebook.com/Oswego-Private-Wealth-Management-106334761908104/

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