Meet the creator.
Meet Curt Wipple, CWS, CEP
Curt has been in the financial planning field since 1981. He started his own financial firm, C. Curtis Financial Group in 1986. In 2001, Curt was working out of his home with one part-time assistant and making a little over $200,000 per year. In an effort to make things easier for clients to communicate their financial needs and desires, Curt created RBG Concepts™ software.
Having no idea of just how powerful this software would be in the client meeting process, Curt’s revenue increased from $200,000 per year to over $2,700,000 per year with this exciting program.
Curt is now combining the knowledge and experiences that have taken him to the top level of advisors nationwide and is sharing his software program as well as his coaching program with Advisors in an effort to help them attain a new level of success in their client meetings.
Curt is a nationally known speaker and one of 24 Forbes Speakers worldwide. Curt has spoken in over 35 states around the country. He is also a published author of three books in the field of financial planning. His most recent book entitled “UNLIMITED INCOME AND MORE FREE TIME” teaches his readers “How to Become a World-Class Financial Advisor”. Curt is married to his wife, Connie, of 42 years, and has two children, Kelly and Kristopher, and seven grandchildren. Curt & Connie reside in Nashville, TN.