NextGen in 10: The Human Factor in Advising
How advisors are able to add lifetime value that is worth far more than simply investment allocation.
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View DetailsNovember 10, 2020
Robo advisors and other low cost allocation tools are leading clients to expect lower fees from their human advisors.
In this episode of our NextGen in 10 podcast, host Clarisa Hernandez, CFP®, ChFC® speaks with Jeff Landt, CFA, CFP® about how an advisor's value to a client is sometimes difficult to quantify, yet those who get professional advice have more clearly defined life goals and better investing outcomes.
Jeff Landt, CFA, CFP® is a senior vice president and the chief investment officer for North Star Resource Group. His primary area of expertise is the investment management process. He assists the firm’s associates with portfolio strategies, portfolio construction and the best practices of portfolio management. In addition to acting as the chief investment officer, he is also a practicing associate with North Star Resource Group, specializing in retirement distribution strategies and wealth management.
Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.
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Ambassadors Share Retirement Planning Insights at FinServe Summit
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