Curtis Arnold

As a Certified Financial Fiduciary, I helped retirees by:

• Helping them understand the complexity of retirement
• Shielding their hard-earned savings from stock (and bond) market volatility
• Protecting Retirement Paychecks from Inflation Erosion
• Educating clients on Tax Code and Tax Laws and the impact it can have on their nest egg

I met with prospective clients using a 3-appointment process where I created a custom financial plan for them revolving around:

• Investment Plan
• Income Plan
• Tax Plan
• Medical Plan
• Estate Plan

In six months of sitting with prospective client meetings, I have on-boarded over $20MM of new AUM $10 MM of new Insurance

• Worked with both pre-retirees and retirees to draft comprehensive financial plans that offered recommendations and supporting data
• Taught pre-retirees on how they are tracking towards retirement, the importance of limiting debt, and the power of compound interest - based on their specific situations
• Guided clients into and through retirement by helping them set up a "paycheck" when works stops, lessen the impact taxes had on their hard-earned savings, and ensured that they understood Medicare, Long-Term Care, and Estate planning. Brought in $20MM in AUM in 2022, while performing as financial advisor, marketing, and self-processor.
• Continuously updated industry knowledge through professional development opportunities. I became a Certified Financial Fiduciary and a Certified Plan Fiduciary Advisor
• Provided exceptional customer service, fostering positive word-of-mouth referrals from satisfied clients. My biggest clients came from referrals of clients that thoroughly appreciated my financial plan I created for them
• Guest speaker for local companies on retirement planning topics. I was asked to speak at a local law firm symposium several years in a row

I began my career in this industry by hustling to build a business. I knocked on over 2000 doors to meet prospective clients in my neighborhood

• Simplified investing for everyone from the beginner to the those planning income streams and transferring their assets to the next generation
• Established new client relationships by conducting thorough needs assessments during initial consultations.
• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans

• Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded. Became one of the top branches in the Midwest for Commercial Lending
• Maintained friendly and professional customer interactions.
• Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly. The branch was consistently one of the top rated branches in client satisfaction for Wisconsin
• Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.

Became a Branch Manager as the company was undergoing a change in focus to its Private Client Strategy

• Built and led a team that exhibited exceptional client experience
• Led branch partners (Mortgage Lender, Business Banking, Payment Solutions)
• Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.