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.