Practice Management Archives - Page 3 of 4 - IncomeConductor

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…

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….