Closing prospects at the very first appointment without showcasing your investment philosophies or Callan charts.

Learn about different approaches to marketing your retirement income services from three IncomeConductor users.

Hear from three advisors who use their retirement income expertise to serve a specific niche market.

We answer the question: "How are other advisors introducing the IncomeConductor strategy to their clients?"

Join retirement income planning veteran advisor Phil Lubinski to learn how to conduct compelling intro meetings with prospects that end...

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.

Some of the best marketing plans can come from emulating successful advisors.