Here are the top 7 points from the video featuring Todd Kading, President of Leafhouse Financial, at the 2018 Nuveen Leadership Council regarding 401(k) Advisor success:
- Fiduciary Responsibility: Todd Kading emphasizes the importance of fiduciary duty in providing unbiased, client-focused advice.
- Independent Advice: Kading highlights Leafhouse Financial’s commitment to offering conflict-free recommendations.
- Client-Centric Strategies: Aligning investment strategies with client goals is a key focus.
- Retirement Planning Evolution: Kading discusses changes in the retirement planning landscape.
- Innovative Solutions: The use of technology to enhance client outcomes is emphasized.
- Continuous Education: 401(k) advisors must stay updated with industry trends and education.
- Leadership in Financial Advisory: Kading’s role underscores the significance of leadership in driving fiduciary standards and innovative practices in the 401(k) advisor sector.
For more insights, watch the full video here.
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With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of 401(k) Specialist and Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots. Experienced financial services content executive specializing in creative new media delivery. He joined the American Retirement Association in 2023 as Chief Content Officer, overseeing communications for the organization, as well as its sister organizations.