Being Coachable with Mike Cy (Ep. 16)

Whether it’s sports or business, a good coach or mentor can help you challenge yourself and raise the bar for your professional growth. A year ago, Robert Curtiss started working alongside a coach to up his business and come up with several systems and processes to better serve clients. In this episode, Rob sits down with his business coach Mike Cy from Pareto Systems. They unpack the importance of being coachable as a business leader while unveiling the pandemic and its role in helping advisors adapt to a new business model. Robert and Mike discuss: The value of working outside of your comfort zone Reasons the second generation found money is different from the first generation earned money The importance of focusing on what you can control Ways a refined and developed business process can help you better serve your clients  Client experience and tips on building a valuable client-advisor relationship  How to determine if clients and advisors are the right fit for each other And more! Resources: Educational videos (bottom of the page) Finding The Right Fit (Ep. 12) Connect with Robert Curtiss: [email protected] (626) 795-2944 About Robert Curtiss  LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA Connect with Mike Cy: LinkedIn: Mike “Cy” Cajthaml Jr. LinkedIn: Pareto Systems Pareto Systems About Our Guest: Mike “Cy” Cajthaml Jr. has enjoyed a 14-year career in the financial services industry. Mike is a passionate and energetic leader that enjoys developing business refinement and practice management strategies and thrives on helping his clients achieve their goals. He got his start in the industry at a large insurance-marketing organization where he consulted financial advisors across the country with product and marketing solutions for their businesses. It was during his time with this firm that he was introduced to Pareto Systems and began learning about the Pareto Process. After six years of coaching and consulting advisers, Mike decided to become a financial advisor himself and built a practice with his father in Overland Park, KS. Together they managed millions of dollars of assets and utilized various insurance-based products. In an incredibly competitive marketplace, Mike knew the value of creating professional contrast and began implementing many of Pareto’s processes.