Shows
Beacon FlashBeacon Flash: Building the Bridge Between Generating Wealth and Meeting Financial Goals - A Conversation with Sheryl O’Connor, IncomeConductorIn a piece of music, the bridge acts as a connector – true to its name – often bringing together the chorus and the verse.For Sheryl O’Connor, professional musician turned CEO and founder of IncomeConductor, financial planning is the bridge in wealth management. “How do clients generate wealth through investing? And how do they use that wealth to meet their goals, which usually involve saving, spending, and passing that wealth on to others?”On a recent Beacon Flash podcast episode with Beacon Strategies’ Managing Partner Chip Kispert, Sheryl explains that the role of a financial advisor is t...2023-03-2127 min