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The Financial Advisor of the Future is a Life Coach

Posted by Michael Venuto on Jun 15, 2020 9:49:41 AM
Michael Venuto
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Listen to Mike Venuto on The Biz of Wealth Podcast by Slata.

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Slata has recently launched The Biz of Wealth, a channel and podcast dedicated to discussions about the wealth management industry, its challenges and future. Mike Venuto had the privilege to be one of their first guests.

EPISODE: The Financial Advisor of the Future is a Life Coach

We discuss the changing roles of Financial Advisors and how the response to COVID-19 has accelerated many mega-trends. Further, we explore the need to over communicate and the adoption of innovation for digital connections with investors.  Toroso is known for ETF research, described as better technology for delivery of investment solutions to clients due to the structures transparency, tax efficiency, liquidity and generally lower cost than mutual funds.

If you talk to new generations, they ask the question of why you charge 1% for the first time. Their parents didn't question it. How will advisors adapt?

"It is more important to stay on a plan, than what the plan is. And that is what the job of the financial advisor will be." Mike Venuto

Topics: Heard in the Tank

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