in Practice Management

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, learn about:

  • why clients love his time-segmented retirement income strategy,
  • what delivering complete retirement planning really means,
  • tips for advisors and their successors in transition planning,
  • how incorporating technology in your practice can grow valuation, and much more.

Listen below and feel free to leave your feedback in the comment section. To learn more about IncomeConductor and incorporating retirement income into your practice, Contact Us to start a 30-day free trial today.