NorthRock’s Moser Discusses Comprehensive Financial Advice
In this episode of Zephyr’s Adjusted for Risk Podcast, host Ryan Nauman speaks with Todd Moser, President of the Personal Office at NorthRock Partners. Todd shares his journey in the financial industry, the evolution of financial planning, and the importance of comprehensive advice. He delves into NorthRock’s personal office model, which integrates tax planning, investment management, and philanthropic services to offer clients tailored and impactful advice. Todd emphasizes the significance of a fiduciary mindset and the benefits of offering specialized services to differentiate financial advisors in a competitive landscape. Tune in for a wealth of insights and actionable advice for enhancing client relationships and achieving financial success.
Learn how Zephyr can help Financial Advisors make their practice more efficient here.
Learn more about NorthRock Partners here.
00:00 Introduction and Welcome
01:07 Meet Todd Moser
01:52 Todd’s Journey in Financial Planning
08:41 The Value of Listening and Advisor’s Role
15:03 The Evolution of Financial Advice
23:14 Delivering Comprehensive Advice
27:07 The Importance of Tax Planning
32:26 Philanthropic Planning and Foundation X
39:16 Choosing the Right Services to Offer
41:56 Fiduciary Responsibility and Mindset
45:05 Conclusion and Contact Information