Practice Management Archives | Page 2 of 3 | IncomeConductor

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…

What Retirees Want

Let’s acknowledge the stress that we advisors are facing today in this new world of financial planning.  Technology development is creating an atmosphere of fee compression. At the same time regulatory changes are demanding more oversight, documentation and, quite frankly, more liability than we have ever faced in our careers. According to Department of Labor…