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  • Trends with Benefits

    Trends with Benefits #29: Advisor of Tomorrow with Justin Castelli

    Ed Lopez, Head of ETF Product
    October 06, 2020
     

    Advisor of Tomorrow

    There are trillions of dollars at play in the coming generational transfer of wealth. Financial advisors looking to build a durable business have to find ways of reaching the next generation of wealth accumulators, millennials. Adapting to this cohort means understanding how their values differ from prior generations and for that, a different approach is required. Justin understands this and has been building a practice to help clients “align values with dollars”. He describes an approach less driven by numbers than by purpose and breaks the mold of traditional planning to help clients achieve their “greatest happiness”. We talk about subscriptions models, the value of building communities and the future of financial planning.


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    Trend or Fad

    Listen for Justin’s take on artificial intelligence, business suits and ties, connected home fitness, bitcoin, and celebrity podcasts.

    Follow Ed Lopez @ThatEdLopez on Twitter and Justin Castelli @jus10castelli on Twitter and check out his podcasts The Advisor of Tomorrow and All About Your Benjamins.

    You can listen and subscribe to this podcast on Apple Podcasts, Google Play, Spotify, Stitcher, SoundCloud, and YouTube.

    IMPORTANT DISCLOSURES

    Please note that Van Eck Securities Corporation (an affiliated broker-dealer of Van Eck Associates Corporation) may offer investments products that invest in the asset class(es) discussed in this podcast.

    The views and opinions expressed are those of the speaker(s) but not necessarily those of VanEck. Commentaries are general in nature and should not be construed as investment advice. Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results, are valid as of the date of this communication and subject to change without notice. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. Any discussion of specific securities/financial instruments mentioned in the commentary is neither an offer to sell nor a solicitation to buy these securities. Fund holdings will vary. All indices mentioned are measures of common market sectors and performance. It is not possible to invest directly in an index. Information on holdings, performance and indices can be found at vaneck.com.

    All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future performance.

    Van Eck Associates Corporation