IncomeConductor is an intuitive software and strategy that allows advisors to raise new assets, consolidate existing households, and differentiate themselves in a whole new way.
Starting at just $45 a month.
High income earners can make excellent accumulators, but positioning risk assets during distribution is a whole new area. In just two meetings, the IncomeConductor plan we created for the prospect not only convinced them to come on as a client, but to consolidate all their assets with us.
Chad Pruden, PFP®, CIM®
Wellington-Altus Private Wealth Inc.
Once clients and prospects see their retirements play out in real-time, it provides confidence that they can better position themselves in the pursuit of their retirement goals. As a result, we were able to drive over $1 billion in assets under advisement to our proprietary retirement income-focused portfolios.
Raymond Lucas, CFP®, CRPC®
Integrated Partners
The client chose to work with us because no one else had shown them concrete evidence of how retirement would be handled through the years. People understand time segmentation, especially when they see the visuals. We look like geniuses.
Jerri Hewett Miller, CFP®, RICP®
LPL Financial
As an engineer, my client wanted to see a clear path to retirement, backed up by a detailed plan. When I created his IncomeConductor plan, he said that this is the level of detail he was looking for. He was comfortable knowing that if something were to happen to him, his wife would be ok.
Jason Hamilton, CFP®
Keep It Simple Financial
During last year’s reviews no one could see COVID-19 coming. In every review this year, I was able to assure my clients that this scenario is the exact reason why we believe in IncomeConductor. It has helped with client reviews and calmed not only my clients’ nerves, but also mine.
Tod Phillips, ChFC, CLU®
LPL Financial
With 10’s of millions of Baby Boomers moving into retirement holding an estimated 80% of US wealth by 2029, there is no bigger market opportunity for firms and advisors than offering retirement income planning services. Surveys show that retirees are willing to consolidate all their assets with the advisor who builds and manages a written income plan for them throughout retirement.
Take 2 minutes to learn how IncomeConductor works:
For clients feeling overwhelmed by the realities of retirement, this time-segmented strategy helps divide what they see as one large, stress-inducing problem into smaller, more manageable pieces. The more comfortable the client, the more successful the plan.
Schedule your free consultation today.
IncomeConductor was built from the ground up to streamline plan creation and management. Also built-in: advisors can easily link and sync income data from any source to calculate and hone each plan. Course-correct any plan, or update even a single field, and the entire plan recalculates dynamically.
Life changes unexpectedly so we’ve built flexibility into the entire process.. Retirees are never locked into long-term decisions with no way out. And IncomeConductor’s daily tracking and automated insights help protect income along the way without giving up market growth.
30 days free, then plans starting at just $45/mo.