Cathy Curtis
Founder of Curtis Financial Planning, a solo RIA firm serving primarily single women for nearly 25 years. Expert in AUM fee models and comprehensive financial planning.
Best podcasts with Cathy Curtis
Ranked by the Snipd community
Apr 3, 2024 • 1h 1min
Ep #384: How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years with Cathy Curtis
Cathy Curtis, founder of Curtis Financial Planning and a veteran in the industry, shares her wisdom from nearly 25 years of running a solo practice. She discusses the unique challenges faced by single women in financial decision-making and the importance of transparent fee structures. Cathy emphasizes setting boundaries to sustain client relationships and enhance service value. Her insights on leveraging technology, such as Holistiplan, for efficiency, and the emotional complexities of transitioning clients are both enlightening and practical for aspiring advisors.
Sep 24, 2019 • 1h 48min
Ep 143: Getting Local Clients Via Google Search With A Niche Of Serving Independent Women with Cathy Curtis
Cathy Curtis, founder of Curtis Financial Planning who manages ~$60M for mainly independent single women, shares how niching and targeted online marketing attract clients via Google search. She discusses tailoring her website and intake to build trust, using minimum fees and ongoing plans, and how outsourcing and tools help a solo practice scale.
