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 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.
