From RV Salesman to Fintech CEO | Todd Kading
For wealth professionals working with retirement plans or platforms, the episode offers a manager-founder account of fiduciary flexibility, custom fund lineups and technology in retirement plan administration. It also discusses consolidation and onboarding complexity in the collective investment trust market.
Summary
By the retirement & income deskDoubleLine's Stephen Dopp interviews Todd Kading, CEO of LeafHouse, on The Glide Path. Kading describes his path from selling RVs to building a third-party fiduciary business, why he left individual financial planning, and how LeafHouse built a scalable retirement platform. The conversation also covers LeafHouse's flexible fiduciary model, its growth to $23 billion in assets, its shift to a technology company, and its CIT Compass tool for the collective investment trust market.
- Kading describes going from selling RVs to pay for college to leading LeafHouse as CEO.
- He explains that managing client behavior in individual financial planning took an emotional toll and led him toward a scalable retirement platform.
- LeafHouse uses a flexible fiduciary model that lets advisors customize fund lineups through an internal screening process, and the description says the business grew to $23 billion in assets.
- LeafHouse sold its fiduciary business this year to focus on its technology platform, and CIT Compass is aimed at consolidation and onboarding complexity in the collective investment trust market.
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