Roundtable Library

The Art and Science of Efficient Fact Finding

What is your best sales tool? If you said your Fact Finder, you are right!
Stop Your Client’s Life Insurance from Dying

One of the most confusing products in the market place is Life Insurance. Yet, one of the most gratifying aspects of this business is giving a client’s surviving family one…
Inquiring Minds Want to Know (Pro FAQs)

We share all that’s new to Pro, a sneak preview of what’s coming, and a tax planning case study.
The Best Marketing (Comes from you!)

Some of the best marketing plans can come from emulating successful advisors.
Life Happens, Money Moves

The crossover planning skills that help clients thrive after divorce will be highlighted through two case studies
Retirement Income Planning: Art vs. Science

Sometimes we develop habits around longevity estimates, health care costs and Social Security claiming strategies that don’t do much to set us apart from our competition.
Is Fact Finding a Lost Art?

There’s a big difference between knowing your client well enough to meet suitability standards, and knowing your client well enough to be their life and financial coach through retirement.
Client Attitudes & Financial Planning Psychology

Better serve your clients by understanding their personality when it comes to building wealth, including their attitudes towards saving, spending, and investing.
Without a Financial POA, Your Planning May Be DOA

David Sterling, Esq., empowers you to have discussions with your clients and understand how the POA can address a broad range of critical issues that many advisors overlook.
The Cost of Saying the Wrong Thing

Are you “Grief Literate”? Sometimes when speaking to a grieving spouse, will intentioned may not be well received.
Introducing Health+

Health+ is built in partnership with Healthview Services (HVS), an institutional data provider of Social Security, Medicare, longevity data and more.
Landing Retirement Income Clients in 1-2 Meetings

Join retirement income planning veteran advisor Phil Lubinski to learn how to conduct compelling intro meetings with prospects that end up with new client engagements. Phil has spent decades helping…
Calendar Year Cases

New IncomeConductor clients you create will be subject to the exciting transition of IncomeConductor from a “Plan Year” format to a “Calendar Year” format. October’s Roundtable will take a training angle…
Pitch Perfect

We answer the question: “How are other advisors introducing the IncomeConductor strategy to their clients?”
Calendar Year Planning Update

The IncomeConductor team is always working on ways to enhance the system and provide users with more value, greater ease of use, and a more comprehensive income planning experience. In…
Grow Your Practice by Working with a CPA

Marketing for new clients continues to be the biggest challenge for financial advisors. Many of the “Turn Key” marketing programs are very expensive and most fail to deliver the quality…
Giving Your Clients a Healthy Appreciation of Medical Expenses

While 98% of advisors believe that it is important to discuss healthcare with their clients, only 14% feel very confident in their ability to engage in these conversations.
Super Specialization: A Niche Within a Niche

Hear from three advisors who use their retirement income expertise to serve a specific niche market.
RIA Marketing in Modern Times

In December 2020, the SEC adopted a modernized marketing and solicitation rule for RIAs.
Protecting Your Clients from Cyber Threats

Simple steps that you can share with your elderly clients to help them reduce their risk of being victims to cyber threats.

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