Welcome to another edition of TAPO Talk, a discussion with top advisors about what sets them apart.
This week, we speak with Brent Sheppard, a partner and financial advisor with Marlton, N.J.-based Cadence Financial Management. Sheppard is our March TAPO and he reveals what’s working with clients in the pandemic. He also describes a case from his past that really stands out, one that had incredible success with booting 401k plan participation rates.
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of 401(k) Specialist and Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots. Experienced financial services content executive specializing in creative new media delivery. He joined the American Retirement Association in 2023 as Chief Content Officer, overseeing communications for the organization, as well as its sister organizations.