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How to Attract More Clients: Lessons from Fishing

For financial advisors, the subtle art of attracting prospective clients in many ways parallels the meticulous process of landing a trophy fish, like a marlin ...

The Power of Personalized Coaching in Financial Planning, by David J. Scranton

As a successful financial advisor, bestselling author, and CEO of Sound Income Group, I have dedicated my career to helping investors achieve their financial goals ...

How Digital Marketing Can Power Advisor Growth in 2025

The financial advising landscape is evolving at lightning speed, and one thing is clear: traditional marketing alone won’t cut it anymore. Clients are turning to ...

Why Advisors Should Embrace the Income Model Now, Not Later

The financial services landscape is shifting, and so are the expectations of today’s clients. With retirement looming larger than ever for millions of Americans, the ...

WSR Pathfinder Awards – Top Hispanic Industry Leaders Of 2024

WSR Completes Third Year Of Pathfinder Awards By Recognizing Excellence And Achievement In Honor Of National Hispanic Heritage Month By Janeesa Hollingshead October 8, 2024 ...

Advisor Tech Talk (Week of 10/1/24)

By Christopher Robbins September 30, 2024 https://dwealth.news/2024/09/advisor-tech-talk-week-of-10-1-24/ This week in Advisor Tech Talk, wealth management continues its hot streak of activity, and of course, wealthtech ...

Rates Are Down. Time To Redeploy Clients’ Cash? – Financial Advisor Magazine

By Ben Mattlin September 26, 2024 https://www.fa-mag.com/news/rates-are-down–time-to-redeploy-your-cash-79695.html Before the Federal Reserve slashed the benchmark interest rate by 50 basis points in early September, many banks ...

An Income Guru Denounces the 4% Rule

By John Kimelman September 20, 2024 https://www.advisorhub.com/resources/denounce-4-percent/ “The problem with these withdrawal rules is that the number is always changing,” says Scranton. “Traditionally, the withdrawal ...

50bps point cut from the Fed would be ‘a little desperate,’ strategist says

Ahead of interest rate cuts expected next week, Sound Income Strategies co-CIO Eric Beyrich joins Julie Hyman and Josh Lipton on Market Domination. Beyrich says ...

Sound Income Group Reveals Academy For Supporting Advisor Growth

By Amit Chowdhry September 13, 2024 https://pulse2.com/sound-income-group-reveals-academy-for-supporting-advisor-growth/ Sound Income Group (formerly known as Advisors’ Academy), a Fort Lauderdale, Florida-based diversified financial services company, announced it ...

The Promise Of The Recruiting Pitch. The Reality Of Joining The Ranks

How Often Do The Two Align After An Advisor Signs On The Dotted Line? By Janeesa Hollingshead September 10, 2024 https://wealthsolutionsreport.com/2024/09/10/the-promise-of-the-recruiting-pitch-the-reality-of-joining-the-ranks/ For a wealth management ...

Investors react to fiery presidential debate between Trump and Harris

By Staff September 11, 2024 https://www.reuters.com/world/us/investors-react-fiery-presidential-debate-between-trump-harris-2024-09-11/ U.S. stock futures slipped and the dollar edged lower in early Asian trading on Wednesday as Republican Donald Trump ...

Deals & Recruiting Roundup: LPL, WEG, AssetMark, Sound Income Group And More

M&A By LPL, WEG, Mercer, Mariner, Mesirow And GTCR. Recruitments By WFA, Cetera And RBC. Sound Income Group Rebrands Consulting Unit. Catchlight Introduces Lead Routing ...

September is historically a scary month for stocks. Why not “market time” it?

September seasonality is once again weighing on stocks. Advisors discuss how they handle the market’s trickiest month. By Gregg Greenberg September 10, 2024 https://www.investmentnews.com/equities/september-is-historically-a-scary-month-for-stocks-why-not-market-time-it/257067 Forget ...

Sound Income Group Rebrands Consulting Unit

Consulting, Coaching And Marketing Services Provider Advisors’ Academy Rebranded To Sound Income Academy James Miller Sept. 6, 2024 https://wealthsolutionsreport.com/2024/09/06/sound-income-group-rebrands-consulting-unit/ Financial services company Sound Income Group rebranded its ...

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Sound Income Group sharpens brand focus with relaunched coaching division

The diversified financial services company in Florida is reaffirming its focus on income with a rebrand of its consulting and marketing arm for independent annuity ...

Sound Income Strategies Co-CIO breaks down retail earnings picture, what we can expect next week

Eric Beyrich, Sound Income Strategies Co-CIO, joins ‘Fast Money’ to talk the retail sector and what to expect from next week’s earnings.

Loan section. Restructuring and writing off debt. Decrease in profitability of the deposit Interest rate. Debt burden. Credit line. Investment portfolio. Share profits. Sale, price cut.

Adjusted for Risk: What’s In Store for Income Investing With Rate Cuts Upcoming?

Sound Income Strategies founder and CEO David Scranton joins Zephyr Market Strategist Ryan Nauman to discuss all things income investing. During this engaging conversation, David shares his ...

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What happens if munis lose their tax exemption? Advisors weigh in.

Uncle Sam is sitting on a mountain of debt and needs to find revenue wherever it can. By Gregg Greenberg July 23, 2024 https://www.investmentnews.com/investing/news/what-happens-if-munis-lose-their-tax-exemption-advisors-weigh-in-255618 Tax-free ...

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I Became Known As The Income Guy

Dave Scranton, founder of Sound Income Group, remembers the day he made a critical shift in his investment strategy. It was a move that would ...

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Sound Income Strategies Marks the Completed Move of Its FXED and DIVY ETF Listings to the Floor of The New York Stock Exchange

Sound Enhanced Fixed Income ETF (FXED) consistently among top performers in its Morningstar category (US Fund Conservative Allocation) Fund has 5-star rating over 1- and ...