Tom O'Connor, Author at IncomeConductor - Page 2 of 4

Growing your practice through retirement income [PODCAST]

WealthConductor Co-Founder Phil Lubinski, CFP® was invited to speak on the Advisor Success Series, a podcast series hosted by 3D Asset Management, Inc. Over the course of two sessions, Phil discusses a broad array of experiences advisors face when serving retired clients and shares valuable insights from his lengthy and successful career. In these podcasts,…

WealthConductor visits The American College of Financial Services

WealthConductor co-Founders Sheryl O’Connor and Phil Lubinski visited the American College in the Fall of 2018 to help build out the Retirement Income Certified Professional (RICP®) designation video curriculum. Below you can find all eight videos that were filmed with the help of Jamie Hopkins, Wade Pfau and David Littell from the College. Topics covered…

Expert Guidance Helps Case One Become Case Won

You’ve helped families save and accumulate throughout their lives. You understand bucket strategies. Now you’re ready to put together your first retirement income proposal and meet with your clients, but what will it be like? We sat down with an advisor who recently adopted IncomeConductor into their practice to talk about their first case experience….