23. Sheryl O’Connor on Empowering Clients through Secure Financial Planning

On the Circuit
28/06/2023 29 min

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Episode Synopsis

In the latest episode of On the Circuit, Johnny Sandquist and Brodrick Lothringer sit down with Sheryl O'Connor, CEO and Founder at IncomeConductor, to discuss human-first financial planning and the role technology plays in enhancing it. O'Connor shares her journey from being a professional musician to becoming a technologist in fintech and how her curiosity during the 2008-2009 market crash led her to start building IncomeConductor. And if you want to learn more about how Three Crowns c...

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