In a world filled with financial noise, how do you know which signals actually matter? 

Join Robert Curtiss as he chats with Gary Sinderbrand, a seasoned financial professional with roots going back to their days at Merrill Lynch. 

They unravel years of insights on keeping your financial journey on track. Delving into tales from the trading floor to personal anecdotes from the ski slopes, Curtiss and Sinderbrand uncover strategies for managing financial anxieties and the importance of a disciplined, rules-based approach.

Key discussion points include:

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• Navigating financial fear in today’s world [00:05:00]
  
• Effective strategies for overcoming biases in investing [00:07:00]
  
• The significance of process and discipline in wealth management [00:31:00]
  
• Analyzing market signals amidst the noise [00:33:00]
  
• Real-world examples of market volatility and client management [00:41:00]
  
• And more!
  

Resources:

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• Educational videos (bottom of the page)
  
• If the Public Only Knew Podcast with Gary Sinderbrand 
  

Connect with Gary Sinderbrand:

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• LinkedIn: Gary Sinderbrand
  
• BetterPath Training
  

Connect with Robert Curtiss:

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• rcurtiss@seia.com
  
• (626) 795-2944
  
• About Robert Curtiss 
  
• LinkedIn: Robert Curtiss
  
• Facebook: Robert Curtiss
  
• SEIA
  
• LinkedIn: SEIA
  

About Our Guest:

Gary Sinderbrand brings a rare combination of elite production experience and transformative training expertise to your doorstep. As the co-creator of the influential Payne-Sinderbrand Program at Merrill Lynch—which helped shaped the careers of over 12,000 Financial Advisors—he has a proven ability to develop systems that drive extraordinary results at scale.

Gary’s journey spans decades as both a top-tier producer and a practice management innovator. This dual perspective allows him to see opportunities others miss and implement strategies others can’t teach because they haven’t lived them.

At BetterPath Training, we meet you exactly where you are. For next-generation advisors building books from scratch, Gary provides battle-tested client acquisition methodologies that bypass years of costly trial and error. For seasoned FAs preparing for succession, you can expect comprehensive frameworks for legacy planning, revenue optimization, and workload management that protect the practice you’ve worked so hard to build.

Your path to exceptional results starts with exceptional guidance. That’s the BetterPath promise.