Episode 134 – NYC Pop-Up Podcast: Meeting the Needs of Retirees – With Sheryl O’Connor

Power Your Advice

English - December 12, 2022 14:22 - 19 minutes - 18.1 MB
Management Business Investing Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Episode 133 – Building a Team of Shareholders: Fostering Collaboration and Wealth Creation – With Jim Gold

Next Episode: Episode 135 – NYC Pop-Up Podcast: Tackling the Spectrum of Client Engagement – With Michael Lecours

Sheryl O’Connor is.the CEO and Founder of IncomeConductor. IncomeConductor is a proprietary, cloud-based tool that allows advisors, firms and individuals to create customized, time-segmented income plans that can be easily tracked and managed throughout retirement . Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Sheryl discuss what advisors should be … Continue reading Episode 134 – NYC Pop-Up Podcast: Meeting the Needs of Retirees – With Sheryl O’Connor →