Round 2 with Phil Lubinski- Retirement Income Planning and Other Keys to Practice Growth

Advisor Success Series
14/05/2019 32 min Temporada 2 Episodio 9
Round 2 with Phil Lubinski- Retirement Income Planning and Other Keys to Practice Growth

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Episode Synopsis

On this episode, Matt Shute is once again joined by Phil Lubinski from IncomeConductor. Phil has been a life-long financial advisor and a true pioneer in retirement income planning using time-segmentation. Besides retirement income planning, they discuss the changing landscape for advisors, the importance of succession planning, and technology. To learn more about IncomeConductor, visit- https://www.incomeconductor.com/

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